Sunday, August 30, 2009

Hartford (HIG): Green Shoots or Green Weeds?


After the price of HIG made the harrowing 2008 journey from $87 per share to $4, I have been studying it more closely. Given the current environment, no growth is no surprise, but portfolio changes are significant. I noted the dramatic improvement in corporates and financials, while there was no change in subprime.
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MSFT - Revising my Misconceptions

I have been listening to an outstanding podcast that can be found at www.acquired.fm. A recent episode focused on the history of MSFT which ...

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