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
Wednesday, March 19, 2014
Joel Greenblatt on CNBC
Joel Greenblatt was on CNBC today. He surprisingly recommended buying a bucket of cheap tech stocks: AAPL, HPQ, etc. He thinks it comes down to valuing businesses and buying them at a discount. He thinks large caps have a much better valuation than small caps.