Circle of Competence

Hi Readers,
OK, so the move to the new site, with feedburner, didn’t go as planned.   Long story short, I messed up the feed moving it over and lost a big chunk of readers.  You’ll notice the counter went down to 24 readers.
If you are not subscribed, or if you had been subscribed from the old [...]

In case you guys don’t read College Analysts, which you should, James Cullen interviewed me this week via e-mail, and he posted the full interview on the site today.  I’m sure there are some much better interviewees out there than myself, but James asked me to answer a few questions so I’m flattered.
Go check it [...]

Now with over 100 readers, Welcome to the New and Improved Circle of Competence! We’ve got our own domain and our look is new, but the content will be the same as it’s always been.    Enoch Ko kept me updated on the nuances of feed technology, and as such you will not need to re-subscribe [...]

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I don’t have anything substantive to say on the issue, but Einhorn’s vindication continues as Erin Callan has now been ousted as CFO of Lehman Brothers, downgraded to a lower position in the company. There is going to be some wild media coming out surrounding this issue in the coming days, I suspect, but needless [...]

The media never ceases to amaze me. You’d think that, over time, one would get used to the generalization, exaggeration, and pandering, but after reading a certain article this morning, I find that thesis incorrect.
Introduction
The article in reference is Lehman Battles an Insurgent Investor, from today’s New York Times, written by a lady named Louise [...]

With much thanks to one of my favorite blogs, Controlled Greed, I found a terrific article written by the Canadian magazine Moneysense.
The article is called The Next Buffetts, and it profiles 4 investors whom are thought by many to be “Buffett-like.” While this is a recurring article topic, (remember The Buffetteers?) I find each [...]