What We're Reading 10/20/2011

While this article ignores dividends, 'dead money' stocks returns can be improved by selling options. 

Pick your poison, financial stocks are cheap if you have a longer term view.  (link back to article written here discussing tangible book value)

GMCR presentation by David Einhorn (Short GMCR).  My main thesis was that GMCR was not worth half as much as SBUX.  At the time I went short, GMCR market cap was 55% of SBUX.