kylemowery
Location:
Chicago
Bio: HY investor covering media / telecom. Currently at Chicago Booth Business School
-
kylemowery
grabbed some more $sunh today. Love that Wall Street's Finest put it on sale with a downgrade. Load up at 9.8 P/E multiple all day
Jan. 7 at 12:24 PM
-
kylemowery
RT @credittrader: $XLF Senior-Sub diff back at 50bps but still way above old normal - suggest decompression : http://scribd.com/doc/24872444
Jan. 6 at 5:59 PM
-
kylemowery
Richard Perry. Humble beginngs, Warton, met some $GS guys and worked there from 74 -88 Learned value investing and "extreme due diligence"
Nov. 11 at 10:15 AM
-
kylemowery
10 things that $goog has taught us. Not new but worth revisiting http://bit.ly/3jJlaT
Oct. 28 at 10:11 AM
-
kylemowery
$UNG nice little boost. Cold winter should keep it running http://bit.ly/4yYBdA
Oct. 21 at 9:28 AM
-
kylemowery
here comes the price war I was dreading in prepaid wireless. $PCS $LEAP $S = world of hurt. The cost leader is here!! http://bit.ly/1oK5gK
Oct. 15 at 5:01 PM
-
kylemowery
Here they come... $BX unloading 13 firms with 8 IPOs and 5 sales http://bit.ly/3crn4A
Oct. 12 at 3:12 PM
-
kylemowery
RT @VIXandMore: RT @TheKirkReport: 100 Best iPhone Apps for Business Students... http://bit.ly/iRsin $$
Sep. 30 at 10:35 AM
-
kylemowery
Took a little risk off the table. Sold some $BIP early today before it traded off with risk assets selling off.
Sep. 24 at 2:57 PM
-
kylemowery
$GE up 28% in teh last 3 months and 201% in one month. complete rippage. HY issuance off the charts as well.
Sep. 16 at 11:09 AM
-
kylemowery
$BIP ripping ridiculous these past days! Where do I peel out? Trading at 6.2% dividend rate with the lumber kicker. But $TMB has that too
Sep. 15 at 12:09 PM
-
kylemowery
$UNG trade is working out nicely. Hope no cold winter / hurricanes but at least I'll make some $$ if either happens. Nat gas just to low
Sep. 15 at 12:07 PM
-
kylemowery
$UNG trade is working out nicely. Hope no cold winter / hurricanes but at least I'll make some $$ if either happens. Nat gas jsut to low
Sep. 15 at 12:06 PM
-
kylemowery
$IHG execs talking about how profitable their online click procurement buys through Google have been
Sep. 6 at 2:38 PM
-
kylemowery
insight / thoughts on Buffett's $MCO sale from fellow devotee (& successful HF manager) Jeff Matthews http://bit.ly/15xCch $brk
Jul. 23 at 4:59 PM
-
kylemowery
When $gs hit 80 in the fall, haters called out Buffett for $115 warants. Who is laughing now? http://bit.ly/npD0E
Jul. 23 at 2:15 PM
