Editor's note: Every morning, James Altucher presents the most timely, topical posts from the Web's best business blogs.
Whitney Tilson analyzes
. Incidentally, Tilson (a former colleague from
) has quietly built a little empire of hedge funds, mutual funds, newsletters and conferences. Here are the
CXO Advisory continues its Guru Grades series by looking at
uber-bear Bill Fleckenstein's market-timing record
Of all the pundits analyzed by CXO, money manager Ken Fisher scored the highest in his market-timing ability. Fisher runs about $30 billion and is the son of investment great Phil Fisher.
Modern Graham has
undervalued company of the week
Great interview by Equity Investment Ideas of
hedge fund manager-turned-author Andy Kessler
Paul Kedrosky takes a look at
an enormously profitable dot-com company that VCs won't touch
. We should all have such problems.
Nice post by entrepreneur Seth Godin on
Four Seasons Hotels
Rising Dividend likes how
Might be jealous:
Chelsea gets a job at Avenue Capital
announced a massive $1.5 billion share buyback this week, but that wasn't even the biggest buyback announcement of the week.
I get serious insomnia sometimes. And Ririan Project has
. The only problem is I probably can't realistically do 10 of the 11.
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
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;
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