David Einhorn's presentation at Grant's Spring Investment Conference
Long but worth reading
Read the presentation
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"We can't solve problems by using the same kind of thinking we used when we created them."
-Albert Einstein
-Albert Einstein
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August
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- The Death of the Credit Card Economy
- September: The horror story
- Integrity Bank of Alpharetta, Ga., fails
- Munis Gain as Tax Cuts Expire in Shift to 40% Bracket
- Fire Bernanke, Hire Trichet: Jim Rogers
- Fannie, Freddie and the Low-Risk-Investment Myth
- Don Harrold with another Cramer Classic
- This Blame Game is Short on Logic
- Japan Goes on Buying Spree, Shrugging Off '80s Bubble
- The Biden Economy: What Obama’s VP Pick Means for ...
- Best and Worst Performing Stocks of the Current Be...
- Feldstein Says Low Rates May Not Boost U.S. Growth
- Lessons from a “lost decade”
- Buffett Suggests Edwards Supporters File Class Act...
- Moody's Downgrades Fannie Mae and Freddie Mac
- CNBC's Becky Quick interviews Warren Buffett
- Emerging-Market Retreat Is `Overdone,' Mobius Says
- Some Say Bailout of Housing Giants Is Inevitable
- August Busch IV stays on after InBev takeover
- Marty Whitman's Third Qtr Letter to Third Ave Shar...
- Running a Hedge Fund Is Harder Than It Looks
- Schwab Market Perspective: Stocks Climb Wall of Worry
- U.S. SEC to propose new short selling rule in weeks
- Fleckenstein: Greenspan in Bubble Denial
- Why Fannie, Freddie & Lehman Needed the Short-Sell...
- Smithers: Stick to Cash
- U.S. Subprime Crisis Not Over; Large Bank May Fail
- Longleaf Partners Semiannual Report Available
- Buffett's Berkshire Discloses Stake in NRG Energy
- U.S. Consumer Prices Rose More Than Forecast in July
- Michael Price Shorts Citigroup, Sees Few Banks to Buy
- Analyzing Wall Street’s Research
- David Einhorn: Private Profits and Socialized Risk
- It’s Hard to Be a Hedge Fund
- Bank Losses: Half Trilliion and Counting
- Bank of America, Broker Rally May Fade as Shorts L...
- US Tsy's Paulson says won't stay on past January
- Bill Miller: Toughest market I've seen
- Remembering Michael Metz
- Ron, It wasn't as easy as it sounded, was it?
- Mean Street: Improving Your Odds in the Wall Stree...
- Berkshire Hathaway 2nd quarter net falls 7.6%
- The Snowball: Warren Buffett and the Business of L...
- Buffett Builds Berkshire Holdings as Earnings, Sto...
- U.S. Consumer Credit Increases $14.3 Billion in June
- Joe Granville Turns Bullish
- Retailers miss targest as the last batch of govern...
- Tweedy Browne Letter to Shareholders (2nd Qtr 2008)
- Paris Hilton responds to McCain Ad
- Massachusetts fires Legg Mason's Bill Miller
- Morgan Stanley Said to Freeze Home-Equity Credit W...
- The Larry Kudlow Recession Summer Rally
- Fed Shift Indicates Main Rate Will Stay at 2% to R...
- Greenspan warns of more bank bail-outs
- Warren Buffett On the Big Screen to Highlight An I...
- Don Harrold on Cramer's Market Bottom Call
- Protecting Your Banking Assets
- Boone Pickens on his energy plan
- NO FUN(D) FOR HEDGES
- Barton Biggs on the markets
- Investment Strategy by Jeffrey Saut (7/28/08)
- INTERVIEW: Rogers Sees Commodity Bull Market For N...
- Another One Bites the Dust!
- When The Facts Change, Jeremy Grantham Changes His...
- Bill Miller's recent shareholder letter (2nd Qtr)
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About Me
- Frank G Jolley,CFA
- Frank Jolley is the President and Chief Investment Officer of Jolley Asset Management, LLC, which he founded in 1998. Mr. Jolley graduated from the University of North Carolina with a BS in Business Administration and recieved his CFA in 1994. Prior to founding Jolley Asset Management, Mr. Jolley was the Chief Investment Officer of the Trust Investment Department at Centura Bank, and he has been involved in investments, banking and financial analysis since 1979. He also serves as a member of the CFA Institute and the North Carolina Society of Financial Analysts.
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