Category Archives: Uncategorized

Possible Tax reform winners – from CNBC

Possible Tax reform winners – from CNBC. I need to study all these companies.

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Study of BABA

A lot of great information on BABA, score 3.7/5

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Study of GOOG

Here is my study of GOOG, score 3.55/5

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Dems senators and RNC take stand on GSEs

Both Dems senators and RNC take their latest stands on GSEs – from investorhub

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Story of Andrew Left

Story of Andrew Left

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Fairholme Call

Here is a link to the  Fairholme conference call from yesterday. Bruce goes into great detail about FNMA, AIG,  SHLD and a host of other issues. 

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Bruce Berkowitz’s thesis on BAC and AIG

Excellent in-depth study on BAC and AIG from Bruce

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How does AIG execute its restructuring plan?

Since August 3, 2009 when Robert H. Benmosche was elected by AIG board to be President and Chief Executive Officer, Mr. Benmosche has promised to revive AIG.

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Another lesson learned from beginning of this year to today

From beginning of this year to today, most of the stocks in my portfolio rebounded back sharply. However, I sold VOXX and ADGF last year when they dipped and switched them to BAC.

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My Investment Lessons Learned in 2011

My investment portfolio, including 401k, IRAs, Roth IRAs and HSA, dropped ~10% last year. It was pretty bad compared with the returns of SP500.

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