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

Mon Jun 27

NL

Article

TMFAleph1 published an article 12:00 AM

Brexit: Here's What 3 Billionaire Investors Are Saying (and Doing)

Warren Buffett, Howard Marks and George Soros have over a century's worth of market experience among them; here's what they've been saying about Brexit.

Fri Jun 24

NL

Article

TMFAleph1 published an article 12:00 AM

The UK's Loss Is Your Gain: 3 Stocks to Capitalize on Brexit

While the market initially underestimated the risk of Brexit, it now appears to be overreacting to the event -- particularly when it comes to the shares of these top banks.

Wed Jun 22

NL

Article

TMFAleph1 published an article 2:40 PM

Is Stanley Bergman a Better Capital Allocator Than Warren Buffett?

Fundamental investors ought to get to know the story of Henry Schein, Inc. and its South-African-born CEO, Stanley Bergman.

Tue Jun 21

NL

Article

TMFAleph1 published an article 12:00 AM

Why Financial Markets Are Getting "Brexit" Wrong

Professional investors appear to be significantly underestimating the odds of a "Leave" victory in this Thursday's referendum on the U.K. membership in the European Union -- which could have massive consequences.

Mon Jun 20

NL

Article

TMFAleph1 published an article 4:12 PM

The 10 Most Overpaid Tech CEOs

Technology companies are some of the worst offenders when it comes to overpaying their chief executive officers. Here are 10 technology CEOs who aren't earning their keep.

Fri Jun 17

NL

Article

TMFAleph1 published an article 12:00 AM

The Only ETF You Need to Own for the Next Decade

Contrary to their long-term historical record, value stocks have not outperformed growth stocks over the past decade, providing investors with a good opportunity to bet on a reversal.

Wed Jun 15

NL

Article

TMFAleph1 published an article 12:00 AM

The Real Reason China's Stock Market Isn't Ready for the Big Leagues

The index declined to add China's A shares to its widely-followed MSCI Emerging Markets Index. In light of China's propensity to stock market bubbles, that looks like a prudent decision.

Tue Jun 14

NL

Article

TMFAleph1 published an article 4:48 PM

The Greatest Risk for World Markets? Ignore It!

Historically low interest rates reflect (in part) a near-term risk hanging over financial markets. That's a problem for traders, but long-term investors can safely ignore it.

Mon Jun 13

NL

Article

TMFAleph1 published an article 2:48 PM

With LinkedIn, Microsoft CEO Satya Nadella Takes the First Step Toward Tarnishing His Legacy

Microsoft has a spotty record with its large acquisitions, and given the $26 billion it's offering for social network LinkedIn Corp, this latest deal looks unlikely to improve that record.

Fri Jun 10

NL

Article

TMFAleph1 published an article 3:42 PM

The European Bank That Beats Goldman Sachs -- at 1 Times Book Value

With European investment banks struggling to adapt their business models to the post-crisis era, UBS is a glaring exception.

Thu Jun 9

NL

Article

TMFAleph1 published an article 2:37 PM

Carl Icahn on Fed Bubbles, Deficit Obsession, and Why He Sold Apple

Carl Icahn doesn't mince words. In a freewheeling interview on CNBC, the billionaire investor explained why fear of the deficit is "ridiculous" and why he sold Apple despite continuing to believe it's a great company.

Wed Jun 8

NL

Article

TMFAleph1 published an article 3:47 PM

This Goldman Sachs Chart Shows Why Diversification Doesn't Work Anymore

In a blow to one of the fundamental pillars of investing, Goldman Sachs highlights the fact that sharp stock market declines "are more frequent and more global in nature."

NL

Article

TMFAleph1 published an article 3:47 PM

This Goldman Sachs Chart Shows Why Diversification Doesn't Work Anymore

In a blow to one of the fundamental pillars of investing, Goldman Sachs highlights the fact that sharp stock market declines "are more frequent and more global in nature."

Tue Jun 7

NL

Article

TMFAleph1 published an article 2:56 PM

Valeant's Earnings Don't Matter!

Valeant Pharmaceuticals International Inc. lowers its full-year guidance for the third time, providing more evidence that the stock is un-investable.

Mon Jun 6

NL

Article

TMFAleph1 published an article 2:28 PM

3 Graphs Prove the Risk of Recession Is Real

A stroll through history shows that, contrary to appearances, this recession indicator isn't showing an "all-clear" for the economy.

Fri Jun 3

NL

Article

TMFAleph1 published an article 12:55 PM

2 Graphs Show Investors Won't Benefit From This "Black Swan" Again

Stocks and bonds have had a great run over the past four decades, but there are good reasons to believe they won't reproduce those results over the next four decades (or even the next 10 years).

Thu Jun 2

NL

Article

TMFAleph1 published an article 1:18 PM

The "Most Powerful Man in Banking" Ratchets Up the Pressure on Big Banks

The Fed is forcing top banks to make economic choices when it comes to their size.

Wed Jun 1

NL

Article

TMFAleph1 published an article 12:00 AM

Today's 2 Worst Examples of Shareholders Getting the Shaft

Michael Dell gets called out for "stealing" Dell, while Valeant's former CEO gets a golden goodbye.

Tue May 31

NL

Article

TMFAleph1 published an article 12:45 PM

China's Markets Achieve "Flash Crash" Status

China's CSI 300 stock index futures fell 10% and recovered the loss within a single minute, just as index provider MSCI Inc. considers adding mainland shares to its widely followed indexes.

NL

Article

TMFAleph1 published an article 12:00 AM

Billionaire Battleground: Bank of America

One billionaire hedge fund manager bought shares of Bank of America Corp. in the first quarter, while three more sold their shares. Who's on the right side of that trade?

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 94.10
Player Rank 4424 out of 74908
Score 3744.15
Score Change Today +15.62
Accuracy 51.18%
Active Picks 194
Total Picks 907
Best Pick XL (+388.32)
Worst Pick FCX (-207.17)
Average Score per Pick 4.13
Charms Earned 11
Highest Rated Favorite chk999
Go to TMFAleph1’s CAPS page

Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star
Board Posts 736
Recs Received 1283
People who have rec'd these posts 508
Recs to Posts Ratio (last 30 days) N/A
Threads Started 128
Threads Started Percentage 17.39 %
Most Frequent Board Motley Fool Inside Value
Very First Post ASP Potential (7/20/2000)
Percentage of Posts Rec'd 57.07 %
Show TMFAleph1’s 10 Latest Posts