As the hedge fund world becomes bigger and bigger as more and more hot money seeks the elusive alpha of maximum performance, it is becoming apparent that more and more newspaper space will be devoted to hedge funds, and private equity. Recent news has taken us into the inner sanctum of Bear Stearns, truly a dominant investment firm in the world today. It might be argued that Bear Stearns is the best managed Wall Street firm in existence. Some might say Goldman Sachs. In any …
Stock Research Home Depot – Great Manager Blows Himself Up
Stock Research and Home Depot are in the news again. This is a result of the firing of the CEO, Bob Nardelli, and what a story it is. You have to step back for a moment and think about any companys history that you are doing stock research on. You must have an understanding of the companys history. As a professional investor, when I think of a companys history, I am more concerned about corporate culture than just about anything else. History shows that a great corporate c…