AUTHORS
Doug Kass
Doug Kass is the president of Seabreeze Partners Management Inc. Until 1996, he was senior portfolio manager at Omega Advisors, a $6 billion investment partnership. Before that he was executive senior vice president and director of institutional equities of First Albany Corporation and JW Charles/CSG. He also was a General Partner of Glickenhaus & Co., and held various positions with Putnam Management and Kidder, Peabody. Kass received his bachelor's from Alfred University, and received a master's of business administration in finance from the University of Pennsylvania's Wharton School in 1972. He co-authored "Citibank: The Ralph Nader Report" with Nader and the Center for the Study of Responsive Law and currently serves as a guest host on CNBC's "Squawk Box."
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Recent Articles By The Author
Getting Smaller in Twitter
At $40.20, I move to small sized in Twitter reflecting the less attractive reward vs. risk.
Reducing Twitter
In mid-December, 2018 Twitter's shares traded under $27.50/share. At that time (and in the following weeks) I added (as posted) considerably to my holdings. Twitter is now trading at $39.40/share -- a gain of $5 on the day. With reward vs. risk chan...
First or Second Level Thinking?
Today will be a great day to see if the market has discounted the good earnings reports... Stay tuned!
Kass: My Take on Twitter's Quarter
The sharp rebound in dMAU and MAU coupled with an acceleration in ads augurs well for Twitter's shares.
Gone Are 'The Good Old Days'
* There are plenty of developing market divergences In "The Good Old Days" we would look at my Key Observations column (from late yesterday afternoon) and surmise that lower volume, weakening breadth, a rising number of new lows (and a declining num...
Going for the Gold
* The repression of interest rates, in the fullness of time, should benefit the price of gold "The Fed may not hike interest rates in my lifetime." - Larry Kudlow GLDJump to Toolbar's share price has declined from $126.70/share on February 19, 2019 ...
From the Street of Dreams
Credit Suisse initiates Lyft with a buy rating and a $95/share price target. I have been steadily adding to this name on weakness. From Credit Suisse: Hopping on for the Long Term Journey We initiate coverage of Lyft Inc. (LYFT) with an Outperform r...
DiMartino Booth on 'Peak Housing'
Danielle DiMartino Booth with some conformation of my "Peak Housing" (and slowing domestic economic growth) theses: Housing Down-Cycle is a Locke VIPs The spread between the UofM's Survey of Consumers home buying & selling conditions and that of the...
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