Knaves, Perverts and Plunderers

“Mr. Tulkinghorn, sitting in the twilight by the open window, enjoys his wine. As if it whispered to him of its fifty years of silence and seclusion, it shuts him up the closer. More impenetrable than ever, he sits, and drinks, and mellows as it were in secrecy, pondering at that twilight hour on all the mysteries he knows.”

“I will die here where I have walked. And I will walk here, though I am in my grave. I will walk here until the pride of this house is humbled.”

“Around and around the house the leaves fall thick, but never fast, for they come circling down with a dead lightness that is sombre and slow.”

In case you didn’t know, today is the 200th birthday of the father of modern day english, Charles Dickens. The vast majority of you opt for ESPN highlights before bed, instead of reading timeless masterpieces by Dickens, perfectly demonstrated by some of his sterling work from Bleak House above. The truth of the matter is, no matter how rich you get, you’ll always be a scoundrel, dominated by perversions and vices instead of intellectual vigor.

For example, you come to iBankCoin on a daily basis, totally devoid and unappreciative of the skill it takes to outperform the markets year in and year out, leaving malicious comments, hoping to be publicly chastised and humiliated by yours truly. I am inured by your careless vulgarities and feel empathy for your offsprings.

When keeping society with people of superior intellect, you should make it a point to shroud your tousled and deranged opinions, and instead, immerse yourself in the effulgence of those destined for greatness.

If you are interested in seeing what true mastery of music is, watch the clip below. Naturally, some of you will default to dishonorable interpretations, esteeming the looks of the violinist instead of her achievements. But do not feel ashamed by your baseness, my dear creature of depravity, it is your nature.

[youtube:http://www.youtube.com/watch?v=g65oWFMSoK0 603 500]

Some of you wonder why I am buying small cap stock CPST. As you know, I am 85% cash, long just SODA and CPST. For the most part, CPST is a diceroll. They are enjoying a renaissance and business is growing again, despite headwinds. They have a $100 million+ backlog, they’re expanding in the shale gas markets in Russia, and the tide seems to be turning in their favor. But the real reason why I am buying it is because of management. I want you to listen to the final comments by the CEO of Capstone, during last quarters conference call and ask yourself: “does this sound like a man in charge of a company on the decline or ascendancy?”

What do you think?

UPDATE: I sold out of SODA.

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