Saturday, February 21, 2009

A challenge appears

God I hate the stock market. But no more, time to make this thing my bitch. Time to figure out who has beaten the market, then become their disciples.

Warren Buffett - the classic. Problem is, Berkshire has been utterly clobbered recently. Just buying and holding it may not be enough. Also, as Andrew Horowitz points out, he is more of a business man, he has the leverage to do things normal investors cannot. And he can speak to the CEOs directly and they will listen.

Andrew Horowitz - aka, The Disciplined Investor. I like this guy for two reasons:
  1. He's friend's with John C. Dvorak, of whom I am a great fan
  2. He's made money during 2008
Horowitz offers many tips on how to prosper: hedging, short selling, and his own special voodoo called quanta-funda-techna. We are currently in a trading market, Mr. Horowitz may offer the best advice on how to profit from the market.


Mike Shedlock
- aka, globaleconomicanalysis.blogspot.com. I like this guy for two reasons:
  1. He's friend's with Andrew Horowitz
  2. He's made money during 2008

I'm considering adding a fourth man to this group:

Michael O'Higgins
- author of How to Beat the Dow with Bonds. He saw the crash coming and I presume positioned himself accordingly. I must get a copy of his book and learn what he knows. It is quite possible, however, that he could be a Peter Schiff type character, a person who say 2008 coming, but still suffered horrendous losses.

I'm off to read "The Disicplined Investor" and see what Mr. Horowitz has to each.

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