Capital Observer

A diary of the thought process behind my investment decisions

My Newest Position

My column at MarketFolly is up explaining why I purchased my newest position, Amdocs.
Posted by Tsachy Mishal at 3/20/2012 11:54:00 AM

No comments:

Post a Comment

Newer Post Older Post Home
Subscribe to: Post Comments (Atom)

About

Tsachy Mishal is the Portolio Manager at TAM Capital Management Inc.. You can follow him on Twitter at @CapitalObserver

Disclaimer

I do not offer investment advice on this site. Under no circumstances does this information represent a recommendation to buy, sell or hold any security. The information is for educational purposes only. I may hold a position in the securities discussed. Positions may change at any time without notice.

TAM Capital Management

TAM Capital Management

Subscribe

Subscribe in a reader

Follow by Email

Blog Archive

  • ►  2018 (2)
    • ►  May (1)
    • ►  February (1)
  • ►  2015 (3)
    • ►  December (1)
    • ►  July (1)
    • ►  May (1)
  • ►  2014 (7)
    • ►  November (2)
    • ►  October (1)
    • ►  August (2)
    • ►  February (1)
    • ►  January (1)
  • ►  2013 (25)
    • ►  December (4)
    • ►  October (1)
    • ►  August (1)
    • ►  June (1)
    • ►  May (4)
    • ►  April (1)
    • ►  March (4)
    • ►  February (4)
    • ►  January (5)
  • ▼  2012 (407)
    • ►  December (5)
    • ►  November (8)
    • ►  October (9)
    • ►  September (11)
    • ►  August (22)
    • ►  July (32)
    • ►  June (40)
    • ►  May (46)
    • ►  April (43)
    • ▼  March (61)
      • Musings On The Quarter That Was
      • Cross Dressing Bear
      • Can't Always Get What You Want
      • Shifting Positioning
      • Not Much Has Changed
      • Looking For Weakness
      • Covering The SPY
      • Walgreen's Risk Reversal
      • Market Doesn't Care
      • Phil Falcone's Other Big Bet: Spectrum Brands
      • Tightening The Hedges
      • Tricky Juncture
      • Shallow Correction
      • Not Ideal
      • Top Of The Morning
      • Not Over
      • Shift To Defense
      • The Tradeoff
      • Shifting Positioning
      • Buy The Dip or Holding The Bag
      • I See Stupid Things
      • Get Your Kool-Aid Here
      • My Newest Position
      • Is the Hangover Finally Here
      • Record Breaking Rally
      • Tiptoeing To The Dark Side
      • Looking For A Pullback
      • Nothing Done
      • Expiration Hangover
      • Momentum Rules
      • Expiration Related
      • Caution To The Wind
      • Shifted Some Exposure
      • On Shorting Apple
      • Banks Buying Themselves
      • Respecting The Bull Case
      • Share Repurchases Are Bullish
      • Stock Of The Week
      • No Edge
      • Taking Another Look At Vodafone
      • Unwinding 1/2 of Lowe's Trade
      • What If
      • Out For The Day
      • By The Book
      • Hedges Back On
      • AIG Coming To Market
      • Small Cap Nonsense
      • Correction, Not A Top
      • Big Down Day Random Thoughts
      • Stock Of The Week
      • A Method To My Madness
      • Using The Weakness
      • Under The Hood
      • Added To Symantec
      • Market Pros and Cons
      • Frustration
      • Stock Of The Day Update
      • A Secular Shift
      • Taking Some Profits On Lowe's Pair Trade
      • Call Me Switzerland
      • Capital Observer Will Return Friday
    • ►  February (70)
    • ►  January (60)
  • ►  2011 (935)
    • ►  December (70)
    • ►  November (68)
    • ►  October (66)
    • ►  September (80)
    • ►  August (108)
    • ►  July (80)
    • ►  June (99)
    • ►  May (114)
    • ►  March (72)
    • ►  February (87)
    • ►  January (91)
  • ►  2010 (1370)
    • ►  December (88)
    • ►  November (102)
    • ►  October (94)
    • ►  September (97)
    • ►  August (146)
    • ►  July (134)
    • ►  June (149)
    • ►  May (118)
    • ►  April (88)
    • ►  March (119)
    • ►  February (102)
    • ►  January (133)
  • ►  2009 (1424)
    • ►  December (142)
    • ►  November (103)
    • ►  October (133)
    • ►  September (119)
    • ►  August (123)
    • ►  July (120)
    • ►  June (148)
    • ►  May (98)
    • ►  April (83)
    • ►  March (133)
    • ►  February (111)
    • ►  January (111)
  • ►  2008 (453)
    • ►  December (98)
    • ►  November (99)
    • ►  October (114)
    • ►  September (121)
    • ►  August (21)

About Me

Tsachy Mishal
View my complete profile

Pages

  • Home
  • Disclaimer
  • About
Powered by Blogger.