F Wallstreet Returns – Investing Links
Posted on | February 7, 2010 | No Comments
One of my favorite investing blogs was F Wallstreet, until Joe Ponzio stopped blogging because his hedge fund was taking up too much of his time. Joe has returned with an analysis of Breitburn, a natural gas and oil company that Ponzio thinks has been overly beaten up. Check it out and let me know what you think. He has a four page analysis that is interesting. I have no conviction about commodities, as they seem a speculator’s market to me. That is not a slight. I am just not very good at speculating about the future.
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