Investing Opinion

Friday's Daily Blog Watch

 

Editor's note: Every morning, James Altucher presents the most timely, topical posts from the Web's best business blogs.


My friends who've worked in banking all say the same thing: the experience this guy had is completely normal.


Modern Graham has Papa John's International (PZZA) as the overvalued company of the week.


Quant Investor examines the performance of the dogs of the Dow strategy. The dogs of the Dow are the current Dow stocks with the highest dividend yields.


Will Google (GOOG) or Yahoo! (YHOO) buy Baidu (BIDU)?


StreetInsider shows some nice insider trading for Ibis Technology (IBIS).


Hilary Kramer is skeptical of Ralph Lauren (RL), in part because you can now buy its clothes at discounter TJ Maxx.


Great post from All About Alpha on why people don't need hedge funds.


An interesting mashup/timeline of all Google's acquisitions.


Value Discipline believes FTD Group (FTD) is harvesting some flowers to grow weeds.


Uber-activist Barington Capital heats things up at Lone Star Steakhouse (STAR). When I met with people from Barington about a year ago, they mentioned that they hadn't had a down investment since 2001. Here's all of its top positions right now.


HipMojo looks at the trends in online advertising and analyzes 24/7 Real Media (TFSM) and Valueclick (VCLK).


Great advice from garage.com founder Guy Kawasaki for Web 2.0 startups pitching VCs.


The Google Cheat Sheet. I kind of want a t-shirt with that on it.

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At the time of publication, Altucher and/or his fund had no positions in any of the stocks mentioned, although positions may change at any time.

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. 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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