Investment Thesis for GFI Group, Goldman Sachs (GFIG, GS)
GFI Group (GFIG) and Goldman Sachs (GS) were two late-day additions to the Secular Trends Portfolio on Thursday, getting the fund into Financials quicker than expected with a 4% stake, and overall the portfolio sits at modest 25% equity exposure. What are the odds of ramping a new portfolio during the most volatile market period [...]
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
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- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
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