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Charlie Rose Interviews Seth Klarman

If you are interested in value investing, this is definitely a must watch! This is the same Seth Klarman that sells his book Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful...

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Insider Buying

Insider buying is a rarely understood indicator of what a stock or market is doing. This is usually due to the fact that there is so much insider buying and selling as a part of compensation plans and...

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You Have An Employee Stock Purchase Plan Now What?

This seems to come up a lot in large companies and having been on the end of not knowing what to do as well as currently being on the end of having some thoughts about different strategies to manage...

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ESPP Options – Account Configuration

Ok, I get it. The account you have at Fidelity where your ESPP shares are dumped each quarter doesn't allow option trading. Now you read my post on how to sell covered calls against your shares and are...

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Reporting ESPP taxes

I know taxes are due any day now and you are wondering what the heck to do with your ESPP tax reporting. Maybe you’ve been participating in your companies ESPP for years or got started recently. Either...

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