Home > Reading > Weekend reading

Weekend reading

The Geopolitics of Food: The coming crisis in food prices

How Genius Works: Great read from artists in different fields

Formula for inspiration: Not many folks can make Physics, let alone studying, fun to high school-ers

Denali Investor Presentation: A bit dated but good to see how an up-and-coming investor looks at his portfolio and where he finds his investment ideas

Categories: Reading
  1. bob
    May 7, 2011 at 4:23 am

    nice links. i’m long hhc, ggp, and yng. if management is trustworthy, the story on yng may not be that bad after the press release. i am guessing if there’s any news on a cap ex deal that is not outrageous & management goes ahead with the conference call, this will probably go above $.75 at least.

    • paras
      May 7, 2011 at 10:29 am

      YNG is very close on getting a financing deal done. I believe we hear about it in couple of weeks (maybe sooner). They are basically in a black out period, so can’t say anything until the deal is signed. The recent presentation update was likely related to get the bank on board. Once the deal is done, there is no reason the stock to sell at these cheap prices.

  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

%d bloggers like this: