Archive for June, 2006

Fundamentals don’t count in sell offs

Investors Business Daily reminds us in this article that the earnings outlook remains strong for US stocks, despite international …

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Sell off leaves value in energy, Church

Greg Church, founder of Church Capital Management, told TheStreet.com in an audio interview that the speculative bubble in resources …

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Who’s the Turkey?

Hedge Hogging

Barton Biggs’ Hedgehogging is …

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Growth not divorced from value

An interesting chapter from Awath Damodaran’s book Investment Philosophies challenges the myth that growth investors don’t care about …

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Hedgehog Biggs says growth stocks cheap

Barton Biggs, whose insider’s tale of the hedge fund industry ‘Hedgehogging’ has become a must read, is a die hard …

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