August 7, 2009 by Joe Ponzio

It’s been quite a while since I’ve written an article, and for that…I’m sorry! The past few weeks have had me extremely busy – reading, researching, and ripping apart companies. We’ve made a few investments this quarter, but I haven’t had time to write about any of them here. Sadly,…

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June 2, 2009 by Joe Ponzio

I can’t believe that it has been nearly two years since F Wall Street was originally launched on June 25, 2007. And what a two years it has been! Since our launch, we saw the S&P 500 climb to an all-time high in October of 2007, only to watch it…

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October 31, 2008 by Joe Ponzio

Some of you have been accusing me of becoming short-sighted here on F Wall Street, particularly because I dumped a lot of positions rather quickly. The problem with “blogging” is that I am (and your comments are) only as reasonable and good as the perception of the reader. So, I’m…

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September 22, 2008 by Joe Ponzio

Folks – as you know, I don’t pay lip service to the markets. The Dow dropped and recovered 1,000 points over the past week; and, if you’re looking for that kind of noise, there are plenty of sites out there discussing it. That said, let me paraphrase many investors I…

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August 9, 2008 by Joe Ponzio

It is just over a year since F Wall Street began on June 25, 2007. I first posted about the Blackstone (BX) IPO – a cautionary post warning visitors that excitement + lack of information = thanks, but no thanks. As many visitors know, my style is hardly predicated on…

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May 27, 2008 by Joe Ponzio

Building on a theme started back in March (How Bad Will This Get), I think it is safe to say that the US economy is weakening. We can choose to ignore the fact that millions of homeowners have zero equity and super-high mortgage payments they can’t afford; we can pretend…

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March 19, 2008 by Joe Ponzio

Folks, we’re in a recession right now. To paraphrase Warren Buffett, this may not be a recession according to the dictionary definition of the word; still, if you ask the question from a common sense perspective, the answer is painfully clear. During a recession, unemployment generally rises, production slows, spending…

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January 23, 2008 by Joe Ponzio

I’ll have to finish Workouts Work Out on Friday. Let me get some housekeeping done regarding the book and the markets. I’m not going to give you the standard “stay the course” or “now is the time to buy” garbage – there are plenty of other places to go for…

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January 8, 2008 by Joe Ponzio

If you recall from an earlier post, I showed a quick potential profit from Sharper Image – in that case, a few-day return of more than 40% because the stock was trading so far below its break-up value. As time marches on and the ability to generate cash seems a…

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January 7, 2008 by Joe Ponzio

Welcome to 2008 all. I am going to spend the next day responding to all of the comments from the past two weeks. Let’s get to the heart of the matter: What is going to happen in 2008? It is a question I have been hearing for the past three…

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