Oracle is a cloud computing leader with plenty of free cash flow.
We are searching for stocks that aren't too over-extended in this bull market.
Boulder Income Fund has a 25% stake in Berkshire.
All three trade at unjustified premiums to their NAV.
The private equity model delivers in this market environment.
Here's how we refreshed the model.
The U.S. is in serious trouble.
My take on Boston, the markets and the economy.