Ohio Capital Ideas | TalkMarkets | Page 1
Ohio Capital Ideas is a private investor, investment analyst, and writer from Akron, OH. My interest in investing was first sparked by watching the tech bubble of the late 1990s and the attitude of the time that successful investing was easy. Experience has shown that investing is far from ...more

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Interviews: Gerald Posner On His New Book On Pharma, The Pandemic, And The Future
Author Gerald Posner discusses his latest book laying bare the pharmaceutical industry.
The Conglomerate Discount: Is It Justified?
By and large, Wall Street’s distaste for conglomerates persists to the present day, with most conglomerates valued less than the total value of the individual assets they hold. Should they?
A Compelling Case For Fairfax Financial In Today’s Environment
Fairfax has now fallen deeply out of favor and trades for a seemingly very cheap 9% premium to its book value. Does that make the stock a great contrarian pick currently?
Deferred Gratification: The Case Study Of The Daily Journal Corporation
How examining the Daily Journal Corporation reveals the benefits of deferred gratification in investing and business.
Separating Your Politics From Investing
In the end, if you want to be successful in investing, follow the advice of Aristotle: “Knowing yourself is the beginning of all wisdom.”
Exor Shares Not Reflecting The Run-Up In Fiat Chrysler
Fiat shares have been on a tear as speculation mounts surrounding its Jeep and Maserati divisions. But, much of that increase is absent in the share price of its largest holder.
Can Seritage Find Life After Sears?
Seritage was dealt a bad hand when it was spun-out from Sears, but if it executes its strategy, investors are in line to make a large profit.
Are Airlines The New Railroads?
Are airlines at an inflection point similar to railroads two decades ago?
The Future Ain't What It Used To Be In Brazil
After being heralded as a poster child for development, the Brazilian economy has been dismal. Can that change?
Exor Continues To Offer Compelling Value
With United States equity markets looking more and more stretched, would investors be well served in looking towards Europe?
The Future Of Deferred Taxes
You might be gun shy about making predictions after the last year, but that doesn't mean it's impossible to start outlining potential winners and losers from the proposals of the future President.
Reviewing Berkshire Hathaway’s Third Quarter Earnings
Berkshire managed its way through a tough third quarter and its results showed continued strain, particularly in the industrial economy.
The Disciplined Approach Of Investor's Title Corporation
A simple view of the relationship between interest rates and mortgage issuance could cause investors to overstate the effects modest interest rate increases could have on the mortgage market. If that happens, be ready to buy Investors Title (ITIC).
Global Trade: Truth And Truthiness
People talk about trade based upon what they feel to be true rather than what the facts are. Investors, and even citizens, need to understand how trade works rather than relying on inaccurate information.
1 to 14 of 14 Posts