Archive for February, 2009

• Buffett "Endorses" Mark-to-Market Because of It’s "Strange Results"
  ToddSullivan, February 28th, 2009 at 5:28 pm, Comments: 0

  Now, before mark-to-market fans get all excited, one needs to take a close look at what Berkshires (BRK.A) Chairman says about it. For those not [...]

• Berkshire Hathaway Annual Letter
  ToddSullivan, February 28th, 2009 at 3:53 pm, Comments: 0

  Haven’t read it yet so thoughts on it will come later…… Enjoy…. Waren Buffett’s 2008 Berkshire Hathaway Letter Publish at Scribd or explore others: Wills [...]

• Saturday Reading
  ToddSullivan, February 28th, 2009 at 11:36 am, Comments: 0

  Housing – Paul Kedrosky nails it.. Disclosure (“none” means no position):Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by [...]

• Saturday Humor
  ToddSullivan, February 28th, 2009 at 6:19 am, Comments: 0

  From the John Stewart .cc_box a:hover .cc_home{background:url(‘http://www.comedycentral.com/comedycentral/video/assets/syndicated-logo-over.png’) !important;}.cc_links a{color:#b9b9b9;text-decoration:none;}.cc_show a{color:#707070;text-decoration:none;}.cc_title a{color:#868686;text-decoration:none;}.cc_links a:hover{color:#67bee2;text-decoration:underline;} The Daily Show With Jon StewartM – Th 11p / 10c Unusual Suspect [...]

• Leucadia Reports 10K: Discloses Pershing Square Target Loss $$
  ToddSullivan, February 27th, 2009 at 6:23 pm, Comments: 0

  Wow… a 82% loss in Target (TGT) for Leucadia (LUK) Full 10K In June 2007, the Company invested $200,000,000 to acquire a 10% limitedpartnership interest [...]

• General Growth Files 10K: Comments on Liquidity
  ToddSullivan, February 27th, 2009 at 5:22 pm, Comments: 0

  This is shaping up to be a classic game of chicken. Just read what General Growth Properties (GGP) has to say. Liquidity Since the third [...]

• “Bailouts, Your Dollars, & the Whole Credit Mess"
  ToddSullivan, February 27th, 2009 at 4:49 am, Comments: 0

  Ronald H. Muhlenkamp is founder and president of Muhlenkamp & Company, Inc., established in 1977. He is a nationally recognized, award-winning investment manager, frequent guest [...]

• Friday’s Links
  ToddSullivan, February 27th, 2009 at 3:41 am, Comments: 0

  Wall St. Media, NetFlix, Housing, Gphone, Google – Thank you for the mention – Streaming growth is exploding – Still to high – Am anxious [...]

• Ackman Going for Target Board Seats $$
  ToddSullivan, February 26th, 2009 at 9:04 pm, Comments: 0

  Did anyone really think he was just going to go away? Target (TGT) us in for a battle whether they know it or not. In [...]

• Sears Holding’s Edward Lampert’s Letter to Shareholders $$
  ToddSullivan, February 26th, 2009 at 3:58 pm, Comments: 0

  This is a fascinating letter. Lampert addresses “mark-to-market”, short sellers, regulation, Lehman, Bear Sterns, AIG, Banks, the Austrian School ,Hyaek and more. He also addresses [...]