by John Huber | May 16, 2016 | General Thoughts, Industry-Oil
I read an article last week by Scott Fearon, who wrote the excellent book Dead Companies Walking (a good book about shorting stocks, which can benefit investors even if they don’t short stocks). The article basically posed a hypothetical question on whether Apple was...
by John Huber | Jul 7, 2015 | General Thoughts, Industry-Oil, Macro
Since oil prices were in the headlines yesterday after an 8% fall, I thought it might be a good time to comment on something I’ve been working my way through while putting in the miles after a day of looking for bargains. I’m about halfway through the excellent series...
