Howard Marks to Speak at Value Investing Congress
Howard Marks, Chairman of Oaktree Capital Management, is scheduled to speak at the Value Investing Congress West investment conference which will take place in Pasadena, California on May 3 and 4. We highly recommend listening to what Mr. Marks will ...
Swiss Re Estimates $1.2 Billion Pre-Tax Loss From Japan Disasters
Swiss Re has projected claims costs of $1.2 billion net of retrocession and before taxes due to the disasters in Japan. The company emphasizes that a great deal of uncertainty remains due to the difficult situations that still exist in ...
In Search of the “Buffett Premium” Free Sample Now Available on Scribd
The Rational Walk is pleased to make the free sample of Berkshire Hathaway: In Search of the "Buffett Premium" available in the Scribd format for readers who prefer to review the sample online rather than downloading the PDF file we ...
Kian Ghazi to Present at Value Investing Congress
Kian Ghazi, founder of Hawkshaw Capital Management, is scheduled to make a presentation at the Value Investing Congress West taking place on May 3 and 4 in Pasadena, California. According to the Value Investing Congress website, Mr. Ghazi employs a ...
Important Announcement on Rational Walk Article Syndication
The Rational Walk will no longer syndicate articles to content aggregators such as Seeking Alpha. Read this article for more information ...
BYD’s Battery Technology May Face Challenges
Planar Energy, a Florida based company is planning to complete a pilot production line that will print lithium-ion batteries onto sheets of metal or plastic in a process similar to a producing newsprint. Read this article for more details ...
With Jobs on Medical Leave, Apple Shareholders Deserve More Disclosure Regarding Succession
In a letter to Apple employees released Monday morning, Steve Jobs informed his team that health issues have forced him to take a leave of absence from his day-to-day duties as CEO of the company. Tim Cook, who capably managed ...
Contango Provides Updated Perspective on Gulf of Mexico Situation
In a presentation today, Contango Oil & Gas CEO Kenneth Peak stated that the economics of oil and gas exploration in shallow Gulf of Mexico waters have improved significantly compared to 2008 conditions due to a dramatic decrease in dayrates ...
Kindle and Calibre Presents a Powerful Solution for Newshounds
We recently published an in-depth article covering how investors can use Amazon's Kindle 3 for reading SEC filings. The approach outlined in the article can be a viable solution for investors who would like to save paper, but it only ...
The Investor’s Guide to Amazon’s Kindle 3
Many readers will relate to this scenario: The printer is hard at work producing a 100+ page SEC Filing when the room becomes strangely silent. Surely not enough time has passed to signal a completion of the job? Sure enough, ...
Noble Corporation Q3 Results Impacted by Moratorium But Worst May Have Passed
Noble reported third quarter 2010 earnings of $86 million, or $0.34 per share, compared to $426 million, or $1.63 per share for the third quarter of 2009. Contract drilling revenues fell precipitously to $584.9 million for the third quarter of ...
The St. Joe Company: Einhorn vs. Berkowitz
According to an article on Barron.com, David Einhorn presented a very bearish case against The St. Joe Company this morning at the Value Investing Congress. Mr. Einhorn is President of Greenlight Capital and one of the most prominent "super investors" ...
Investors Price In Failure of Windows Phone 7 Rollout
We have outlined the bullish case for Microsoft based on the depressed valuation of the shares, positive recent financial results, and expected strong results this fiscal year due to a corporate refresh cycle that will take advantage of Windows 7 ...
Contango Plans to Spin Off Minerals Exploration Subsidiary
Contango Oil & Gas Company has announced plans to spin off shares of its wholly-owned subsidiary, Contango ORE (CORE) to shareholders in December. CORE was set up to explore for gold and rare earth minerals and currently controls 750,000 acres ...
Value Investors Find Fertile Ground in Indian Equities
India’s widely followed SENSEX index is approaching record high territory and many investors are once again looking at this rapidly growing emerging market as a potential source of future profits. With nearly 1.2 billion people, India is home to over ...
Buffett Affirms Continued Support for BYD
As we suspected last week, reports that Berkshire Hathaway is planning to sell its 10 percent stake in BYD have proven unfounded. Warren Buffett, Charlie Munger, and David Sokol are in China this week and reaffirmed Berkshire's support for BYD ...
Reports of Buffett Dumping Stake in BYD Lack Credibility
Several media reports have appeared today suggesting that Warren Buffett's visit to China next week may be due to concerns regarding Berkshire Hathaway's investment in BYD.  Most of the reports cite a Reuters article which seems quite unconvincing.  While BYD ...
Can Apple’s iPad Make Laptops Unnecessary?
One of the key questions that will determine the future success of many companies involves whether tablet computers such as the iPad can really threaten laptops. Are tablet computers a complementary device or a true substitute for the traditional laptop ...