We send you this letter just before I get on a plane to my home—if not native—state to visit with readers, prospects, students, advisors and friends this week. It will be hectic, hardly a laid-back time, but it should be fun. Don’t let Oracle Week, the debut of Bloomberg’s San Francisco radio station, or the presence (at least for now) of four California teams in the baseball postseason fool you. The Golden State is really focusing on the return of Hillside Advisors’ prodigal son. Hillside is, after all, named for my elementary school in Berkeley.
Ok, enough of that. This week’s edition features Kent Bailey’s insights on the recent Tesaro issue, Jeff Alton’s comments on GTAT’s upcoming report, and some comments from me on Molina Healthcare. Contrary to some rumors, Molina was not named for one of the lesser-known songs of the world’s greatest Bay Area swamp rock band. That’s right—John Fogerty and I are from the same town. (Billy Martin, too, since this is a big baseball week).
We also do a mini-retrospective on the first two-plus months of HARP. Without patting ourselves too much on the back, we’ll just say that you should find the results interesting, and we think they’ll encourage you to keep a closer eye on the Ugly 20.
Have a great week—go Giants and A’s!