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Latest News about Third Point Reinsurance (TPRE)
Friday File: A New Pot (sorta) REIT, plus DocuSign earnings and more…
September 06, 2019
March Idea of the Month: Venture Capital at a Discount
March 04, 2016
Irregulars Annual Review
January 26, 2016
category Third Point Reinsurance (TPRE) , Lancashire Holdings (LRE/L LCSHF) , Sandstorm (SAND) , and 39 more.
Friday File: The Dark and Ugly Start of 2016
January 08, 2016
category Expeditors International of Washington (EXPD) , PureFunds ISE Cyber Security ETF (HACK) , Friday File , and 14 more.
Stop loss sale in insurance
January 06, 2016
Friday File: “The Fifth Greatest Trade of All Time … what no company has done in the history of the market”
November 06, 2015
Red light for Greenlight
October 26, 2015
“How to stuff the FDA, Big Pharma and the U.S. Congress into your back pocket” plus a few updates
August 07, 2015
“”This is not a cure for cancer, but…” plus a look at Facebook and some insurance stocks
July 31, 2015
category Intel , Retail Opportunity Investments Corp/ , Altius Minerals (ALS/TO ATUSF) , and 17 more.
March Idea of the Month: Back to Baby Berkshire?
March 20, 2015
“The Five Stocks to Buy and Hold Forever”
March 19, 2015
category Big Picture / Asset Allocation , Personal Portfolio Comments , Kennedy Wilson (KW) , and 7 more.
“The Play That Will Beat Buffett” plus some updates
February 27, 2015
January 23, 2015
category Altius Minerals (ALS/TO ATUSF) , Ligand Pharmaceuticals (LGND) , Medical Properties Trust (MPW) , and 34 more.
More thoughts on Markel, Berkshire, Greenlight and Third Point… Plus a new “Maybe” for the portfolio
January 09, 2015
“One of the best biotech companies that I’ve ever looked at…” Plus some updates for the Friday File
November 07, 2014
“The Scientists Who Really Might Find a Cure for Cancer,” plus some thoughts on seismic, hospitals and hedge funds
October 24, 2014
Friday File: Should you Get Expert Help?
October 17, 2014
Incremental Share Purchase
October 01, 2014
Personal Buys and a Few Updates
August 01, 2014
Chris Mayer, “Investing by the C.O.D.E.”
April 03, 2014
Add-on Buy on Pre-Earnings Dip
February 25, 2014