TMFAleph1

Alex DUMORTIER

Alex Dumortier writes a twice-daily column covering topical subjects from a contrarian, value-oriented perspective; he also co-authored 'The Astonishing Collapse of MF Global'. He received his degree in Economics and Political Economy from Princeton University and began his career in the City of London. After having lived in several capital cities, Alex now resides in Washington, D.C.. When he is not reading or writing, Alex likes to run and practice Bikram yoga (a form of "hot" yoga.)

TMFAleph1’s Activity

Today

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TMFAleph1 published an article 2 hours ago

Washout: Even the Smartest Investors Can't Escape the Capital Cycle

Too many hedge funds chasing too few ideas: That's no recipe for market-beating returns.

Yesterday

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TMFAleph1 published an article 12:00 AM

Hewlett Packard Enterprise: The Cost of Its Cycle of Life Is Clear

Hewlett Packard Enterprise Co will spin off its Enterprise Services unit in a repudiation of HP's former "go-go" acquisition strategy.

Tue May 24

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TMFAleph1 published an article 8:23 AM

Valeant Pharmaceuticals: New Documents Shed Light on the Philidor Fiasco

The Senate Committee on Aging recently released 818 pages of documents that provide new insights into the drugmaker's shenanigans around its hidden relationship with mail-order pharmacy Philidor.

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TMFAleph1 published an article 12:00 AM

Investors Should Get to Know the Newest Stock in the S&P 500

Vehicle parts distributor LKQ Corporation was added to the S&P 500 last Friday, and it deserves the higher visibility.

Mon May 23

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TMFAleph1 published an article 12:13 PM

Weekend Winner: First Data Corp

Barron's profiled First Data Corp in its most recent issue. The "busted IPO" represents a very interesting opportunity.

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TMFAleph1 published an article 12:00 AM

Is the 4% Rule of Retirement Still Good Advice?

The 4% rule is a well-worn rule of thumb for retirement. Does the rule still hold up in our topsy-turvy post-crisis world?

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TMFAleph1 published an article 12:00 AM

David Einhorn Bought $60 Million of Yelp Inc: Should You Buy, Too?

David Einhorn's Greenlight Capital became one of online business directory Yelp's top shareholders in the first quarter. Should individual investors buy in alongside this well-respected value investor?

Fri May 20

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TMFAleph1 published an article 12:38 PM

On Apple, the "Smart Money" Isn't So Smart

The top 50 hedge funds are underweight Apple's stock, but shares of the iPhone maker are a good risk-adjusted bet.

Thu May 19

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TMFAleph1 published an article 12:40 PM

Was There a Leak at the Fed?

Wednesday's release of the minutes of the Federal Reserve's monetary policy meeting produced some unusual price action in bank stocks.

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TMFAleph1 published an article 12:00 AM

George Soros' Best-Performing Stocks of 2016 -- so Far

Soros Fund Management's three best-performing stocks in the first quarter were Alliance One International, Inc., Michael Kors Holdings Ltd, and Wynn Resorts, Limited.

Wed May 18

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TMFAleph1 published an article 12:34 PM

Forget the "Death Cross" -- These 2 Factors Will Drive Stocks

The S&P 500 has reportedly produced a "death cross" price pattern -- but investors should ignore that. Instead, they ought to be focusing on earnings growth and valuation.

Tue May 17

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TMFAleph1 published an article 12:00 AM

Best Buy: Berkshire Hathaway vs. American Express

Berkshire Hathaway and American are both iconic brands of American business, but if you can only pick one stock, here's how this Fool made his decision.

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TMFAleph1 published an article 12:00 AM

"The Big Short" Investor No Longer Likes Bank Stocks

Dr. Michael Burry, one of the heroes of Michael Lewis' "The Big Short" for predicting the subprime crisis, has exited his positions in Bank of America and Citigroup.

Mon May 16

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TMFAleph1 published an article 12:01 PM

Warren Buffett's Berkshire Hathaway Takes a Bite Out of Carl Icahn's Discarded Apple

Warren Buffett's Berkshire Hathaway discloses a billion-dollar investment in Apple Inc. in a huge vote of confidence for the iPhone maker.

Sat May 14

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TMFAleph1 published an article 1:08 PM

These 5 Investors Took Home More Money Than Goldman Sachs Last Year

The five hedge fund managers below earned a staggering $7.4 billion in 2015. An analysis of their holdings produces one clear investment theme.

Fri May 13

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TMFAleph1 published an article 12:57 PM

Apple: Too Big to Grow on Its Own?

Apple invests $1 billion in Chinese ride-hailing application Didi Chuxing. Is this a change of tack?

Thu May 12

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TMFAleph1 published an article 10:40 AM

Here's How Berkshire Hathaway Gets a $63 Billion Interest-Free Loan From the U.S. Government

Berkshire Hathaway Inc. has a massive $63.2 billion deferred tax liability that Warren Buffett has equated to an interest-free loan from the U.S. government.

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TMFAleph1 published an article 12:00 AM

3 Factors Show a Bull Market That Has Exhausted Itself

Has this long-running bull market "exhausted itself," in the words of legendary money manager Stanley Druckenmiller? These three factors suggest that's the case.

Wed May 11

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TMFAleph1 published an article 12:28 PM

In a Sullen Market, Here Are 2 Tales of Excess

Manhattan luxury real estate could be peaking; meanwhile, five investors split $7.5 billion among themselves.

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TMFAleph1 published an article 11:25 AM

Warren Buffett's 13 Greatest Quotes From Berkshire Hathaway's 2016 Annual Meeting (Bonus: 11 From Ch

Their marathon Q&A session is always the highlight of Berkshire Hathaway's annual meetings. These quotes demonstrate why.

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