10/28/15 - 12:55 PM EDT
The key to Doug Kass' short case for Apple lies in the notion that its most-recent product upgrade cycle was the last important one for the next few years.
10/26/15 - 01:15 AM EDT
Doug Kass shares his views on why he´s cutting back his regional bank holdings and is adding to his short position on Apple.
10/26/15 - 01:00 AM EDT
Doug Kass shares his views on why he sold his Regions Financial shares and is scaling back his long positions on Twitter and Yahoo!.
10/23/15 - 09:00 PM EDT
In highlights from this week's trading diary and posts, Kass puts his money where the fundamentals are, and explained why banks remain on his Best Ideas list -- with caveats.
10/22/15 - 12:20 PM EDT
Valeant faces accounting queries and Yahoo! took a writedown. Which companies will be next? Doug Kass thinks Amazon and Netflix look most at risk.
10/21/15 - 12:21 PM EDT
Even Marty McFly would be able to recognize the disconnect between stocks and the real economy.
10/19/15 - 01:00 AM EDT
Doug Kass shares his views on why Apple's underperformance in recent months makes it worth shorting, and why he's less than thrilled with Bank of America's latest results.
10/18/15 - 12:56 PM EDT
Doug Kass shares his views on why he's selling some of his Twitter position after news Microsoft's Steve Ballmer has taken a stake in the social media company.
10/16/15 - 09:00 PM EDT
In highlights from this week's trading diary and posts, Kass took on a couple of irrepressibly optimistic investing gurus, and supported the reasons he's short now.
10/12/15 - 07:18 AM EDT
Doug Kass shares his views on why investors are selling eBay and why he backed out of his General Motors and Wells Fargo positions.