Welcome

Weekend Reading

By: Evan Bench

Here is a tasty assortment from recent Web offerings:

The Amateurs

Lorillard
Dividend Mantra kicks the habit.

EasyJet
Still cruising along quite nicely.

Goldman Sachs
The case for the vampire squid.

The Professionals

Smead Capital’s efficient market theory
Don’t just do something, sit there.

Woodford
The man is back and worried about big oil’s dividends.

Stress testing
-10%? -20%? -30%? Be prepared…

The Pundits (on IBM)

Big Blues
The FT looks at IBM’s move into the cloud.

Ginni Rometty interview
A tete-a-tete with the IBM chief in the New York Times.

IBM’s investor day
A meaty report for anyone who was too busy to attend the recent gathering.

 

3 thoughts on “Weekend Reading

    1. The results were good though, weren’t they? That’s the main thing. Probably just a necessary pause before take-off (sorry, that’s pathetic!)

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