Turnaround stock investing is the only website devoted to deep value investors that recognize money management is just as important as stock research. The goal is to have the site serve as a [...]
One of my favorite investments right now is CVR Partners symbol UAN. I believe the fertilizer industry is at a significant bottom after a 7-year downturn. I created a 30-minute video for members [...]
This blog post is to announce my new web site turnaroundstockinvesting.com. I created the site to help contrarian investors take advantage of the bear market we are now entering. I believe that [...]
I recently read an article by Jason Zweig (here) that suggested investors moving into deep value stock investments for the first time will likely burnout and lose money. This may seem strange to [...]
I wanted to provide a link http://www.youtube.com/watch?v=zkTf0LmDqKI to a 1 minute video of Steve Jobs explaining an action he always took that proved crucial to his commercial success. Enjoy [...]
I recently read Whitney Tilson’s letter to shareholders (found here) where he discussed having a drawdown (loss) of 20%. His letter explained that large drawdowns were part of the process to [...]
I have spent the last few days carefully reading and dissecting the self-published book “Principals ” by Ray Dalio. Ray Dalio operates the largest hedge fund in the world and has a [...]
Craig Hall the CEO of Hall Financial in Texas is one of the countries saviest contrarian investors. His book “News of My Death Was Greatly Exaggerated” which was published over 20 [...]
I wanted to share a great article which details the risk management strategies for one of the greatest movie directors that ever lived. There are lessons for all of us in this article Enjoy
I have linked you to a wonderful article about an exceptional executive who used the lessons from his near fatal heart attack to create a corporate culture that not only allows employees to have [...]
Courtesy of Sam Harrison of Zing Zone 1. Stop judging when generating ideas. Is judgment taking place during your brainstorming — whether with a team or by yourself? Stop it. Brainstorms [...]
Last year I had the opportunity to spend time with Watts Wacker, a leading futurist. Watts is one of those rare individuals that can spot trends and explain in a succinct way how the lives of [...]
Bernie Marcus one of the countries greatest businessman gave his thoughts on the ailing economy today. This country could use Bernie Marcus as Treasury Secretary. I have provided a link to his [...]
I regard Mike Milken as one of the few people who deserves our attention when they have something to say. I recommend that you take an hour and watch a video of Milken discussing the future for [...]
When I conduct due diligence on a potential investment, one of my goals is to sketch out what I believe is the companies business model not to simply build a set of pro forma financial [...]
Having been an active investor for numerous years, I have accumulated many lessons from my investment losses and following the publicized losses of other investors. Many people want to run from [...]
Many of us in the turnaround world have been frequently repeating the same phrase day after day to describe the environment we are in, “Extend and Pretend”. Large and small lenders [...]
I recently read an article about Monish Pabarai a super successful money manager that I wanted to comment on. Unlike many institutional money managers, monish has operated businesses both [...]
I have linked to a blog post that i found to be a good refresher for all of us. It discusses the simple premise that we are all in business to solve peoples needs or problems. A fact that many of [...]
Last year the CEO of a large company confided to me that he was having problems with a key executive. The executive was doing a poor job managing a critical division for him . The CEO knew the [...]
I recently read a blog post that I am sure all linked in users may find interesting. The post mentions that it takes an average of 7 to 10 meaningful touches EVERY YEAR to move someone through [...]
Many successful money managers and businessman are in a great debate as to what the best investment stance is for the future. How does an investor protect themselves if we enter a serious [...]
Below I have linked you to a wonderful article discussing how the early PayPal corporate culture helped to create so many successful future entrepreneurs. The article is a fresh reminder that [...]
I believe the time has come for a Paul Revere moment for distressed companies. The world economy is rolling over and it may be powerful enough to knock off many struggling companies that were [...]
On the theme of modeling great businessman, I present the management principals and business lessons to be learned from Bruce Springsteen. Link To Bruce Springsteen Business Lessons
As Executives and Turnaround Professionals continue on in their quest for creating sustainable growth during these difficult times. I thought I would offer a tool that creates huge benefits for [...]
Many of you are familiar with Ramen Noodle Soup. The soup of choice for young people out of college struggling to survive. Recently a venture capital friend referred me to the concept of ramen [...]
Pareto’s Principals For Turnarounds One of the most valuable tools I utilize in turnarounds is the pareto 80/20 principal. It never fails that 20% of units or services accounts for 80% of [...]
A story that is gathering steam is Chinas Property Bubble. Many business professionals are not aware of the risks to the world economy when the china bubble bursts. Below I have linked you to a [...]
