BarbarianCap

Website: http://davianletter.com/product/bcif

Joined Jan 09, 2010

Bio: http://www.barbariancapital.net/ Personal musings on markets of various kinds- consumer/retail, value investing, inflation, sports betting, events, etc.

BarbarianCap
Inflation-protected bonds all time highs today- $TIP @ $114+- even if you don't adj for int pmts.

Jul. 29 at 4:06 PM

from Twitter
BarbarianCap
$TEA- $1000/sq ft in sales (excellent), last 3 yrs- sales up 2x, NI 10x, increasing SSS and sales/store and sales/sq ft. The next $LULU?

Jul. 27 at 9:31 PM

from Twitter
BarbarianCap
@hedgefundinvest highly vulnerable to employee departures, too- see $GHL YTD.

Jul. 27 at 8:58 PM

from Twitter
BarbarianCap
Clorox $CLX rejects Icahn again. Surprised that ALL CAPS in his fax did not work out to this advantage.

Jul. 26 at 5:01 PM

from Twitter
BarbarianCap
$BBBY advertising 60L CO2 canister for $SODA for $30 ($0.50/L). This is more expensive than the 40c/L seltzer in the store cc @firstadopter

Jul. 12 at 3:58 PM

from Twitter
BarbarianCap
$GSVC seems popular, bought FBOOK shares at $29.28 on 6/27; 15% of their portfolio. Just in time for Google +.

Jul. 11 at 2:29 PM

from Twitter
BarbarianCap
$CLX is neither a favorite nor a position (to clarify)-- @bondtrader83 check out Feb 11th, same thing.

Jul. 11 at 1:46 PM

from Twitter
BarbarianCap
$CMG Chipotle lawyers up heavily in illegal alien criminal investigation http://t.co/34avY1y how many illegals can you hire at $1,500/hr?

Jun. 20 at 6:46 PM

from Twitter
BarbarianCap
RT @firstadopter: Old must-read editorial from WSJ. Will we ever learn from history? Doesn't look like it http://on.wsj.com/2ff9Yc $$

Jun. 16 at 8:48 PM

from Twitter
BarbarianCap
When hot IPO $P inevitably tanks, I am expecting a slew of "Pandora's box" tweets.

Jun. 15 at 8:57 AM

from Twitter
BarbarianCap
Plutocracy pure-play $MTN declares first dividend, up 4% >> topping signs abound

Jun. 9 at 9:48 AM

from Twitter
BarbarianCap
Commented on @ReformedBroker 's post Why do "we" want home prices rise? http://bit.ly/eR9bsU $$

Apr. 12 at 1:10 PM

from Twitter
BarbarianCap
RT @CapitalObserver: Federal Reserve governor gets booed for claiming there is no inflation. http://stk.ly/eK5a0b $$

Mar. 13 at 8:50 AM

from Twitter
BarbarianCap
RT @KidDynamiteBlog: PSLV – Sprott Registers to Sell – Sold To You Sucka http://bit.ly/f6xbWW $SLV I cannot overstate how important thi ...

Mar. 12 at 1:32 PM

from Twitter
BarbarianCap
RT @ReformedBroker: will not be making many friends today :) RT @gtotoy: RECIPE FOR A TRADING BLOG http://stk.ly/gkFaxP $$

Feb. 24 at 11:38 AM

from Twitter

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BarbarianCap

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