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Great post by Armchair Analyst on First Marblehead, the student loan service provider. MaoXian on "I can't remember the last time I read a newspaper". And he looks at the declining cash flows of each stock in the sector. ClearFish Research with a post analyzing the Tim Hortons IPO story. Forget fiber. Forget wi-fi. Forget VOIP. The new new telephone network. Shameless Plugging: I'm giving the first keynote at this event on activist investing on April 6.
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James Altucher is a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of Trade Like a Hedge Fund and Trade Like Warren Buffett. At the time of publication, neither Altucher nor his fund had a position in any of the securities mentioned in this column, although positions may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback; click here to send him an email. Interested in more writings from James Altucher? Check out his newsletter, TheStreet.com Internet Review. For more information, click here.
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