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Mr. Smith Goes to Wall Street
The emails came pouring in yesterday, from friends and family, all with one, innocuous question: "What did you think of the 'Why I Am Leaving Goldman Sachs' editorial in the New York Times?" The fact...
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From the Files: "Round Up The Usual Suspects"
Editor's Note: We've been asked to re-post the following column, published during the dark days of 2008 when the financial world as we knew it was coming to an end and then-Treasury Secretary Hank...
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Augusta National Golf Club: What Would Warren Do?
Golf’s Masters Facing Male-Only Dilemma With IBM CEO RomettyBy Beth Jinks and Michael Buteau March 28 (Bloomberg) -- Will International BusinessMachines Corp.’s Ginni Rometty be able to wear a green...
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David Schwartz: One of The Good Guys
David Schwartz, who passed away last weekend, was one of the good guys. The company he and his wife, Alice, founded in their garage many years ago is a clinical diagnostics and life science products...
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Doing the Right Thing: Upside? Zero. Downside? Financial Ruin…
In a typically breezy, highly readable and highly informative blog post (Bronte Capital: Daddy you are more evil than I thought), hedge fund manager (and friend, for the record) John Hempton writes...
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Berkshire 2012: The Times They Are A-Changing and Other Observations
Editor’s Note— This year we’re utilizing a shorter, snappier way to summarize the Berkshire Hathaway annual meeting as a way to spare readers the redundancies in Buffett and Munger’s...
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So Inflating Your C.V. Is Worse Than Inflating Your Earnings…
Poor Scott Thompson. The world’s (currently) most famous accused-resume-inflator is gone from the C-Suite at Yahoo. Oh, and he has thyroid cancer to boot. Meanwhile, Wall Street’s Finest are gearing...
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The Facebook Face-Plant: “Nobody Put a Gun to Their Heads”
A friend called up today about the Facebook “Face-plant” hysteria: he wanted to know why everybody was looking for somebody to blame. “They wanna blame the underwriters, they wanna blame the...
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“HP Beats The Number!” Only In America…and North Korea, Come to Think of It.
“HPQ prints a fairly strong quarter (PC driven, partially offset by declines in printing/Autonomy) on an improvement in margins across PC’s, printing and services. More importantly, management...
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Mangled Spoons to Grill Jamie Dimon: Lights! Cameras! Gotcha!
Jamie Dimon’s trip to Capitol Hill next week to explain his bank’s multibillion-dollar trading debacle could quickly devolve into Washington Gotcha Theater. But it shouldn’t. It should be used to draw...
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Nasdaq CEO Goes AWOP (Absent Without Phone)...Has He Never Heard of Radio Shack?
Mr. Greifeld couldn't talk. Having monitored the rocky process from Silicon Valley, where he had gone to join Facebook executives in remotely ringing the market's opening bell, he concluded the worst...
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The Stupidest Thing Microsoft Has Done…This Year
I have written more than once about various Microsoft follies over the years. You can read my personal favorites here, here and especially here. The central problem at Microsoft is—as with most...
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The Federal War Against Jobs, Or, What I Did Before My Summer Vacation
What I just finished doing before my summer vacation, in between trying to make money in this wacky world of investments, was only a minor skirmish in the Federal Government’s War Against Jobs, but is...
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Encore: The New-New Gettysburg Address
The coolest thing about writing these virtual columns is that you meet a lot of interesting people, mainly through emails but also face-to-face. After all, people with a specific knowledge of...
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Great Mysteries Of The World, Part 1: Songs Stuck In My Head
My friend and ace financial blogger John Hempton not only dreams about physics while he sleeps, but he comes up with world-changing concepts in those dreams, which he writes about when he wakes up, as...
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A Tale of Two Retailers
We present below excerpts from analyst presentations by two retailers. The first is an old, well-known department store chain, and the presentation was made last September, when its long-time CEO...
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The Hewlett-Packard Truth Serum Call
We here at NotMakingThisUp began wondering what would happen on tonight’s Hewlett-Packard earnings call if short-selling terrorists had managed to inject truth serum in the plastic water bottles that...
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This Just In: Netanyahu Deemed Scarier Than Ahmadinejad
This fake headline/story is from The Onion. We are big fans of The Onion. If the Arctic Monkeys are the official house band of “NotMakingThisUp,” and the New York Post is the newspaper of record,...
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This Just In: “HP Not Doing Well”
In a shocking turn of events, Hewlett-Packard executives today disclosed at a very long analyst day with Wall Street’s Finest that the company—which makes printers that nobody really needs anymore,...
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Bill and Dave…and Dilbert
There’s a Dilbert cartoon in which a frazzled staffer tells the Pointy-Haired Boss, “Our numbers are way down. What should we do?” to which the Pointy-Haired Boss calmly responds, “Reorganize the...
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