diary:2024-05:2024-05-01
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diary:2024-05:2024-05-01 [2024/05/01 14:24] – created raju | diary:2024-05:2024-05-01 [2024/05/01 14:51] (current) – raju | ||
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* full-year guidance for earnings per share to at least \$7 | * full-year guidance for earnings per share to at least \$7 | ||
* Medicare Advantage is the privately managed, government-funded insurance plan | * Medicare Advantage is the privately managed, government-funded insurance plan | ||
+ | |||
+ | Notes from https:// | ||
+ | * Joe Rosenberg | ||
+ | * CIO at Loews | ||
+ | * chief investment strategist at Lowes | ||
+ | * advisor to the Tisch family | ||
+ | * was hired by Laurence Tisch | ||
+ | * proficient in investing in commodities, | ||
+ | * home in Maplewood, N.J. | ||
+ | * was prickly and intimidating, | ||
+ | * he worked on a kibbutz in Israel | ||
+ | * Loews | ||
+ | * the conglomerate controlled by the Tisch family | ||
+ | * CEO James Tisch | ||
+ | * Trans World Airlines | ||
+ | * CNA Financial | ||
+ | * the property and casualty insurer controlled by Loews | ||
+ | * the ’21’ Club in Manhattan | ||
+ | * investment luminaries, including Leon Cooperman, David Tepper, Dan Och, Robert Rubin, and Stan Druckenmiller | ||
+ | * In 2011 the market had been depressed by worries over sovereign debt in Europe | ||
+ | * look at companies whose stocks are down a lot this year | ||
+ | * Pfizer CEO Albert Bourla ... was spending too much on acquisitions to bolster the pipeline | ||
diary/2024-05/2024-05-01.txt · Last modified: 2024/05/01 14:51 by raju