kylemowery

Location: Chicago

Bio: Value Investor with a credit focus

kylemowery
Huge day for #GrizzlyRock Capital's largest GARP position! $V making it happen -Heading to gym to celebrate

Jun. 29 at 7:44 PM

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kylemowery
thank goodness for $VXZ

May. 20 at 4:07 PM

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kylemowery
RT @EddyElfenbein: Is the value premium due to financial distress. An academic paper says NO! http://bit.ly/j0XSQc $$

May. 20 at 9:33 AM

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kylemowery
New hot value stock $MSFT getting bumped up in the $QQQ index to 8.3% more than double previous weight. Catalyst?!?

Apr. 5 at 12:55 PM

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kylemowery
RT @mungerisms Why Payments Are Hard, Even For Apple And Google http://goo.gl/fb/sxJc4 Agree - part of my $V long thesis

Mar. 6 at 8:17 PM

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kylemowery
RT @firstadopter: MUST READ! Exactly how I feel RT @BarbarianCap: the read of the day from Seth Klarman http://goo.gl/fb/6AIxH $$

Mar. 3 at 12:26 AM

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kylemowery
RT @marketfolly Seth Klarman's Baupost Group invests $300mm in commercial real estate project http://bit.ly/fPMDCr $$

Mar. 3 at 12:17 AM

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kylemowery
Thanks Ber-nank RT thanks Ber-nank @firstadopter $NKE call: "expect to see some price increases across the board"

Dec. 21 at 7:05 PM

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kylemowery
RT @BRK_B: $BRK.A,BRK.B,USB: Guy spier Weighs In On Why Buffett Chose Todd Combs http://bit.ly/93Ugv4 http://twurl.nl/0b1a5b

Oct. 26 at 10:17 PM

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kylemowery
RT @inelegantinvest: Li Lu Will Not Be Coming To Berkshire http://n9n.us/1ak $BRKA $BRKB $BRK

Oct. 26 at 8:57 AM

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kylemowery
RT @marketfolly: Notes from today's Value Investing Congress so far: Kyle Bass & Mohnish Pabrai http://bit.ly/amtP0P Einhorn to come #VIC $$

Oct. 13 at 7:13 PM

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kylemowery
Loving #SumZero in the last day. I wrote up $DV yesterday as a long and then other guys wrote up $WPO and $BPI with very similar thesis

Sep. 2 at 11:52 AM

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kylemowery
RT @loriannlarocco Economy Caught in Depression, Not Recession: Rosenberg - CNBC-http://www.cnbc.com/id/38831550 $$

Aug. 25 at 7:36 AM

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kylemowery
So #finreg passes and $GS settles in the same day? Wait, wait, yep that's right

Jul. 15 at 8:04 PM

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kylemowery
RT @abnormalreturns: $VXX http://beta.chart.ly/buvsi82 Why hedging tail risks with VIX-related products is not all it is cracked up to be.

Jul. 15 at 8:22 AM

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kylemowery
Wow #VIX $VXX thank you for saving my behind today. No jobs + iffy Euro-zone = risk appetite gone from mkt. Individual names getting cheap

Jun. 4 at 5:02 PM

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kylemowery

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