Archive for April, 2009

• Madoff: "A Riot of Red flags"
  ToddSullivan, April 24th, 2009 at 12:46 pm, Comments: 0

  I have resisted the whole Madoff thing as much as possible to this point but this is worth reading: Madoff: A Riot of Red Flags [...]

• The Headline or the Facts?
  ToddSullivan, April 24th, 2009 at 12:39 pm, Comments: 0

  Same story different headline.. WSJ:“New homes Sales, Prices Decline” The median price of a new home dropped 12.2% to $201,400 in March from $229,300 in [...]

• Pershing’s Public Letter to Target Shareholders
  ToddSullivan, April 24th, 2009 at 12:12 pm, Comments: 0

  Bill Ackman lays out his case. I for one (and hopefully Target (TGT) shareholders do to) hope he wins some board seats and shakes things [...]

• Shiller Hosuing Index Picking Up More Doubters
  ToddSullivan, April 24th, 2009 at 9:47 am, Comments: 0

  Well, we must give credit where it is due here. “Davidson” was ahead of the curve on this one. Read his prior criticism of Shiller [...]

• Sears Makes Progress on Credit Facility
  ToddSullivan, April 24th, 2009 at 7:32 am, Comments: 0

  Hat Tip to reader Chris for finding this…This is a sort of update on a post from March. From the Daily Herald: Bank of America [...]

• More Cold Water for Housing
  ToddSullivan, April 24th, 2009 at 6:38 am, Comments: 0

  Please do yourself a favor. When presented with housing data, ignore anything that compares consecutive months figures, it has little meaning as there are huge [...]

• Baupost Group Letters 1995-2001
  ToddSullivan, April 24th, 2009 at 6:08 am, Comments: 0

  Hat Tip: Noise Free Investing (please visit link) Baupost Fund Letters Publish at Scribd or explore others: Finance Business & Law seth klarman baupost Disclosure [...]

• Inside: How LTCM Blew Up
  ToddSullivan, April 24th, 2009 at 5:22 am, Comments: 0

  Thanks to reader Eric for emailing me this. It is long > 1hr. but worth every second and given today’s events, I think everyone ought [...]

• Friday’s Links
  ToddSullivan, April 24th, 2009 at 1:27 am, Comments: 0

  DEBT, Ackman, Adam Warner, GE – WOW, is just about the only thing you can say – In Portfolio – Quoted in ESPN …that is [...]

• Notes From A Conversation With AutoNation’s Mike Jackson
  ToddSullivan, April 23rd, 2009 at 10:00 am, Comments: 0

  Had a great conversation with CEO Mike Jackson and COO Mike Maroone from AutoNation (AN) after earnigs were released this morning. Some notes: – Q1 [...]