Doin' It Bloggystyle: Fundamentals, Google and Oasis Adam Warner Nov 16, 2007 1:45 pm |
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Some links as I wonder what I should do with this dented baseball my friend in Colorado just mailed me.
Thinking About It
- Volatility's predictive power for stock returns, via CXO Advisory (Abnormal hat tip).
- Do fundamentals really change overnight? Not so much, notes Accrued Interest.
- Barry has some more "tame" inflation.
- If you are an investor in a hedge fund and they go public, are you now an insider? Naked Shorts writes on Och-Ziff's confidentiality letter.
Names
- Alpha Trends writes on the recent ugliness that is Google (GOOG).
- ZackStocks looks at Ulta Salon Cosmetics & Fragrance (ULTA).
- "Life Takes Visa," but does this market take the IPO? Chris Perruna is optimistic.
- Speaking of IPOs, Peridot Capitalist is watching SandRidge Energy (SD).
- Contrary Canary with a few low-priced dogs getting... doggier.
- Investing Thoughts on Terra Nitrogen (TNH) and its mongo dividend yield.
Books All Clear? Sure
- 10Q Detective on General Electric (GE) breaking the buck.
- Same subject, via the WSJ MarketBeat (Abnormal hat tip).
- Decline and Fall of Western Civilization on Goldman's economic call.
Climbing the WonderWall of Worry
- There's a new Oasis album due next year, and they're not on a label. But don't expect a Radiohead release model, as per Blogging Stocks.
- Speaking of Radiohead, they're not happy with comScore's traffic numbers, via Portfolio.com.
- Oasis is WAY undervalued versus Radiohead, in my humble opinion. I'd go long a basket of Oasis, Weezer and Foo Fighters versus shorting Radiohead and Beck in my "Started in the mid 90's and Still Popular" Fund. Green Day would be the core holding in the fund.
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position in GOOG, GS
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