MSFT
GMO asset class return forecasts.
A closer look at GMO’s 7-year asset class expected returns.
Why Technology Companies are so Tricky... Thoughts on Creative Destruction
Ruminations on the pros and cons of Creative Destruction and how it applies to investment strategy.
Quick Take: American Eagle Outfitters
American Eagle is an exceptionally well run company trading at flea market prices.
Pennies to Millions: 10 Stocks You Wish You Bought
Have you ever wondered how much money you would have made on a stock that has had incredible success? Below are ten stocks that represent some of the highest returns on initial investment ever. Take a look and see how much you could have made.
The Best Ways to Profit From the Growing Pension Fund Crisis
Welcome to the latest offshoot of the subprime-mortgage debacle: A burgeoning U.S. pension-fund crisis. Since the global financial crisis struck last fall, the largest 1,500 U.S. public companies have lost a combined $280 billion from their pension funds.
Beat the Bear With This Tried-and-Tested Indicator
Paul Moore is a new tech investing expert with The Smart Profits Report. He says the best way to beat the bear is to follow the money. In a bear market cash is king. It allows companies a number of options that support their share price…
96th Edition of the Festival of Stocks
A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.
Fat Pitch Financials Portfolio Mid-Year Update 2008
The mid-year performance report for the Fat Pitch Financials Portfolio. The number remain ugly, but not much worse than the S&P 500.
Yahoo Grasping at Straws with Google Deal
After its second bid was rejected, a frustrated Microsoft turned its back and walked away. This infuriated Yahoo shareholders who had seen the bid as the company’s last chance to regain profitability. A contingent led by Carl Icahn instigated a proxy battle, seeking to oust Yahoo’s current board of directors and replace it with candidates of his choosing.
Comparing Valuations: Yahoo vs Google
Turley presents an interesting analysis comparing the value of Google to Yahoo, and why Microsoft was smart in not upping their bid for Yahoo.
Scenes from an Annual Meeting
Jeff Matthews recalls his impressions of seeing Bill Gates and Sue Decker at the Berkshire Hathaway annual meeting. Maybe Buffett's friendship with Bill Gates has had an impact on how Microsoft operates.
Microsoft Withdraws Proposal to Acquire Yahoo!
It appears that the Microsoft and Yahoo saga is over. Microsoft withdrew its offer today and it doesn't appear they are going to pursue a merger with Yahoo anymore. There were a lot of rumors flying, so I wanted to share this official release.
Fat Pitch Financials Portfolio April 2008
The Fat Pitch Financials Portfolio was down 1.21% in April. I held tight as the markets continued to be stormy.
Magic Formula Business Sector #8: Software
Despite attractive economics and the potential for lasting competitive advantages, the Software sector is not a favorite of the Magic Formula screen. I examine why in this article, as well as providing some attributes to look for when picking a Software company from the screen.

