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dan sheridan playing 'circle unbroken' at tom's aspen funeral
dan was an angel who showed up at tom's funeral and played the most beautiful soulful guitar i've ever heard. sorry for the horrible video. it was from a camera in my hand and i wasnt in peak taping form. anyone know this song? i'd love to find the full tracks. here is a link i found to dan's music. had no idea he's pretty famous.
September 30, 2006 | Permalink | Comments (1)
Taking my lumps on YHOO
i'm now down 2.5% on my yahoo trades. i bought more last week on the dip at 25.40 and it's down a bit more from there. sounds like yahoo is preparing the street for some more bad news around its search business. i dont really believe their comments about weakness on the display ad front given my understanding that they have raised prices 30% this year and are sold out. i've never tried to win on market timing or even getting a company's fundamentals right. i'm a macro investor. from a 3 year perspective i believe yahoo is cheap at a $34 billion market cap.
September 27, 2006 in investments | Permalink | Comments (2)
Lovin Yahoo! and now Sprint
i'm up 15% on my yahoo trade and have just added sprint which has taken a seemingly undeserved beating. great cash flow and a great way to play the coming wireless internet. also still big on oil even though i've taken a small bath in it the past month so adding to positions in cnq and vlo.
September 13, 2006 | Permalink | Comments (2)
tons of photos of tomstock posted to flickr
go to flickr and search on the tag 'tomstock' to see photos from everyone.
September 7, 2006 | Permalink | Comments (0)
At telluride film festival - the revolution is still alive
Saw two great movies today, both depicting revolutions.
'Catch a fire' is an amazing true story of one man's struggle to overthrow apartheid and the amazingly cruel acts of the former south african govt. Hard to believe those evil men are living free today as another era would have seen them executed or inprisoned.
'The US vs john lennon' tells the story of how far the nixon admin went in trying to silence john lennon. Amazing analogies to today. Bush is so clearly the nixon of our time.
Sent wirelessly via BlackBerry from T-Mobile.
September 3, 2006 | Permalink | Comments (1)
