researchpuzzler

Tom Brakke

Joined Sep 03, 2009

researchpuzzler
following the trail wherever it leads ~ analyzing investment firms http://t.co/tImKlErw $$

Feb. 10 at 2:45 AM

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researchpuzzler
some of the best clues about investment firms are found in unusual places http://t.co/tImKlErw $$

Feb. 9 at 11:50 AM

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researchpuzzler
everything is connected ~ understanding an investment firm requires a comprehensive view http://t.co/tImKlErw $$

Feb. 9 at 10:17 AM

from Twitter
researchpuzzler
the private equity funding environment (a complete round trip in commitments from 2003) http://t.co/Ou6N8aGR $$

Feb. 9 at 8:56 AM

from Twitter
researchpuzzler
the @TR_AlphaNow short interest model did well in 2011 ~ would like to see more history http://t.co/rWzfuccW $$

Feb. 9 at 8:48 AM

from Twitter
researchpuzzler
the Permanant Portfolio (yes, that's its name) goes from quirky to mainstream rp-pix.com/iu $$

Feb. 9 at 1:47 AM

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researchpuzzler
nice contrast between the buyback behavior of $L and that of $CA http://t.co/BkEqNOIZ by @CapitalObserver

Feb. 8 at 10:40 PM

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researchpuzzler
they're hiring in ND http://t.co/NHjV2jns by @timiacono ~ and a mild winter there to boot ~ paradise $OIL

Feb. 8 at 10:30 PM

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researchpuzzler
while compliance officers may be "stressed out," it is the hottest hiring area in investments http://t.co/oA68Y5Uw $$

Feb. 8 at 10:20 PM

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researchpuzzler
Fitch says that low returns on pension schemes present a persistent threat to European firms http://t.co/H0hDPJxq $$

Feb. 8 at 10:10 PM

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researchpuzzler
are investors short-sighted in not adjusting bank ROE for risk? http://t.co/F2KFzuh1 from #CFA @MarketIntegrity $XLF

Feb. 8 at 10:00 PM

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researchpuzzler
voting rights are cheap, at least at $FB http://t.co/B0XiMZn8 from @dealbook

Feb. 8 at 8:22 PM

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researchpuzzler
a furtive economic uptick and weak competition yields a big move in the chart http://t.co/gOZN9xlT $$

Feb. 8 at 8:09 PM

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researchpuzzler
a vicious cycle? does outsourcing lead to a reduced ability to create and compete http://t.co/U3gnymtZ $$

Feb. 8 at 2:45 PM

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researchpuzzler
RT @ReformedBroker: BROKERAGE INDUSTRY DEATH SPIRAL CONTINUES http://t.co/ZKUIBPlh ~ rp: succinct summary $$

Feb. 8 at 1:30 PM

from Twitter
researchpuzzler
no surprise here ~ ICI calls the money fund rules "a regulatory hat trick" that will do harm http://t.co/lVx5Gkqr $$

Feb. 8 at 12:15 PM

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