james stewart new yorker
The author, James Stewart (who is also the author of the best-seller, The Den of Thieves), had a chance to interview Schwarzman as well as some of his colleagues. [1]
James Stewart is one of the best investment minds in the world, and he thinks Valero (NYSE: VLO) is a good buy. [2]
Another story about whether Microsoft is a value stock or a growth stock. [...] Because of the nature of his business, he really didn’t have a high profile; that is, not until last year, when his firm went public. [...] Valero is the largest refiner in North America and Stewart, like many great investment minds, thinks gas prices are likely to remain quite high. [1]
Find out why more people track their portfolios on AOL Money & Finance then anywhere else. [2]
A key point that he brings up is the issue of visibility in financial stocks and the mortgage markets. [1]
As I’ve pointed out in previous posts, the earnings of investment banks are very, very difficult to understand right now. [2]
Don’t fall prey to sharp swings in market sentiment. [1]
He also reminds us that by traditional value measures — price to earnings and sales relative to its industry and the S&P 500 — Microsoft is starting to look cheap. [...] To use the words of Donald Rumsfeld, we are dealing with a lot of known unknowns — there are a lot of things we don’t know yet and know that we don’t know. [...] But when I actually got around to reading Stewart’s piece tonight, I have to say it was well worth my time. [2]
In the private equity world, Stephen Schwarzman — who is the chief at the The Blackstone Group L.P. (NYSE: BX) — is a legend. [...] BloggingStocks is a member of the Weblogs, Inc. Network. [1]
Sources:
[1] James Stewart Posts — BloggingStocks
[2] James Stewart Posts — BloggingStocks