Archive for February, 2009

  • Here It Is… The Proposed.2010 Federal Budget
    , February 26th, 2009 at 12:59 pm, Comments: 0

    Read it and weep….. Obama’s Budget Publish at Scribd or explore others: Humor Creative Writing barack obama budget Disclosure (“none” means no position):Visit the ValuePlays [...]

  • Time to Find Some "Religion"? $$
    , February 26th, 2009 at 10:38 am, Comments: 0

    Stumbled across this yesterday and the more I look at it, the more I like it. If I told you I had a company you [...]

  • Thursday’s Links
    , February 26th, 2009 at 3:44 am, Comments: 0

    The Administration, Chicago Tea Party, Dodd, Robin Hood – So, they don’t pay taxes and don’t pay their bills……nice – Check it out here – [...]

  • AutoNation 10-K & ESL
    , February 25th, 2009 at 3:31 pm, Comments: 0

    There is a very interesting sentence in there about ESL and Eddie Lampert. The applicable sentence is highlighted by me below… From the 10-K In [...]

  • "Mark to Market" ….
    , February 25th, 2009 at 5:39 am, Comments: 0

    Still more on the subject. Lost in the debate is those of us who want alterations to the policy, so not want it eliminated, just [...]

  • Wednesday’s Links
    , February 25th, 2009 at 3:36 am, Comments: 0

    Racism, Racism, Santelli, Santelli, Acorn – Best repudiation of the “racism in America” junk we keep hearing about – More thoughts on the “real racism”…..though [...]

  • Fairholme Funds 2008 Year End Conference Call:A Value Investors Must Read $$
    , February 24th, 2009 at 1:13 pm, Comments: 0

    Berkowitz is one of the best. He goes into to details on each of their investments. This is a must read for any value investor. [...]

  • "Davidson": Traders Rule the Moment
    , February 24th, 2009 at 12:51 pm, Comments: 0

    He has a very valid point, there is no talk of valuation out there currently. That both creates tremendous markets swings and for the patient [...]

  • General Growth Properties Files 8-K: A Look Through $$
    , February 24th, 2009 at 12:46 pm, Comments: 0

    A closer look reveals things are far better than the market assumes and for those who enjoy irony, the “worse case scenario”, may actually be [...]

  • "The Big Rich"
    , February 24th, 2009 at 6:45 am, Comments: 0

    This is very interesting. From the author of the classic “Barbarian’s at the Gate”. I have not read this work yet, but based on past [...]

  • Todd Sullivan

    Todd's investing strategy is essentially long with the rare short. He seeks to buy undervalued issues with an upcoming catalyst that will help them realized.... More »

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