| Nothing Really
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 |  |  | | Wednesday, November 14, 2007 |  |
| | Fundamental Soundness
 It happens.
Having taken valuation course I can sympathize with Ms. Meeker. The value is what you think it is, not what the model says...
Posted by Waseem Alim at 6:26 PM | 0 Comments - Add Comment
 |  |  |  | | Wednesday, November 14, 2007 |  |
| | Also...
 I like KBW. Bad news for financial industry = more restructuring business for KBW. 3Q EPS fell significantly, hopefully I ll get a good deal on it sometime this week.
Posted by Waseem Alim at 6:18 PM | 0 Comments - Add Comment
 |  |  |  | | Wednesday, November 14, 2007 |  |
| | Rough Summer
 Seems like every stock I liked performed badly (save Phillip Morris). Anyways, I did make some money shorting CTDC and CDS. Atleast I didn't get fired...
Posted by Waseem Alim at 6:00 PM | 0 Comments - Add Comment
 |  |  |  | | Sunday, May 27, 2007 |  |
| | What to do with this?
 I am tempted to make this a stock track blog. I have had a good record with my portfolios -- may be, I should save my first thoughts on particular stocks.
Posted by Waseem Alim at 5:28 AM | 0 Comments - Add Comment
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