This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
Search This Blog
Thursday, March 6, 2014
Jamie Dinan of York Capital on CNBC
Jamie Dinan was on CNBC today talking about how he thinks American Airlines is going to be worth $60 which is 10x their forward EPS estimate of $6. He also thinks Mens Warehouse is an interesting company with the Jos. A. Banks merger.