Archive for January, 2009

• Fairholme Funds 2008 Report $$
  ToddSullivan, January 30th, 2009 at 6:08 pm, Comments: 0

  Hot off the press, Bruce Berkowitz’s Fairholme Funds (FAIRX) 2008 Annual Report. Read it and enjoy, Berkowitz is one of the best… 2008ar Publish at [...]

• Must See: Nassim Taleb Explains "Black Swan" at DLD (video) $$
  ToddSullivan, January 30th, 2009 at 11:09 am, Comments: 0

  This is the single best video I have ever seen of Nassim Taleb. He explains in precious detail the Black Swan theory. Here is the [...]

• A Reader Response to My Pessimism
  ToddSullivan, January 30th, 2009 at 10:39 am, Comments: 0

  In the interest of fairness, my optimistic reader friend has sent me this. Since he make his points extremely intelligently without saying “your an idiot” [...]

• A Classic Exampe of "Putting Lipstick on A Pig"
  ToddSullivan, January 30th, 2009 at 6:51 am, Comments: 0

  I had to read this four times to be sure I wasn’t crazy (I may be.but not because I read this wrong). Here it is: [...]

• Hedge Fund to Measure Returns in Gold …NOT Currency
  ToddSullivan, January 30th, 2009 at 5:19 am, Comments: 0

  This is a pretty stunning move. What is even more alarming is the reasoning given. From the FT: A hedge fund has begun offering investors [...]

• Friday’s Links
  ToddSullivan, January 30th, 2009 at 2:13 am, Comments: 0

  Press, Press, Press, Buffett – Too hard on Obama – Too easy on Obama – “Even the Seagulls were in awe“ – Kass, as always [...]

• Wachovia on Gold & Housing $$
  ToddSullivan, January 29th, 2009 at 11:37 am, Comments: 0

  Video via Wall St. Media Some very interesting thoughts from Wachovia’s Rich Gordon on Gold (GLD) and housing Disclosure (“none” means no position):NoneVisit the ValuePlays [...]

• AutoNation Reports Powerful Quarter $$
  ToddSullivan, January 29th, 2009 at 11:31 am, Comments: 0

  Considering the credit markets and the economy, this earnings report from AutoNation (AN) is simply fantastic. AutoNation, Inc. (NYSE: AN) , America’s largest automotive retailer, [...]

• ESL and Lampert Sign Voting Agreement with AutoNation, Toyota and Honda $$
  ToddSullivan, January 29th, 2009 at 10:23 am, Comments: 0

  Lampert currently owns 45% of AutoNation (AN) First, here is the agreement with Honda (HMC) regarding the ESL voting agreement. American Honda Motor Co., Inc.1919 [...]

• David Einhorn: "Bernanke is an inflationist"
  ToddSullivan, January 29th, 2009 at 4:43 am, Comments: 0

  Because of the Fed’s actions, Greenlight Capital’s David Einhorn is buying gold (GLD) From his recent letter: This jives with what I have been saying [...]