Archive for September, 2009

• 

  Subs: "Margin of Safety", Notes to Chapter 1
  ToddSullivan, September 29th, 2009 at 8:06 am, Comments: 0

  Today we look at Chapter 1, “Investing vs  Speculation”

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• Free Post: Morgan Stanley Files 13G in General Growth Properties
  ToddSullivan, September 28th, 2009 at 11:40 pm, Comments: 0

• 

  Subs: Notes to Seth Klarman’s “Margin of Safety”
  ToddSullivan, September 28th, 2009 at 10:55 am, Comments: 0

  Here is where you can pay for membership. We are going to look at Seth Klarman’s classic “Margin of Safety”. All of these posts will [...]

• 

  Subs: Notes to Seth Klarman's "Margin of Safety"
  ToddSullivan, September 28th, 2009 at 10:55 am, Comments: 0

  Here is where you can pay for membership. We are going to look at Seth Klarman’s classic “Margin of Safety”. All of these posts will [...]

• 

  Subs: Seth Klarman
  ToddSullivan, September 28th, 2009 at 9:54 am, Comments: 0

  Long time readers here know the respect we have for Baupost Group’s Seth Klarman. That being said, here are some notes from a talk he [...]

• Free Post: Some Perspective on CRE
  ToddSullivan, September 25th, 2009 at 11:22 am, Comments: 0

  A couple interesting conversations….

• Subs: Some Math on A Holdings Corporate Change
  ToddSullivan, September 25th, 2009 at 9:26 am, Comments: 0

  Starting to get more color on what the structure change will mean to the profitability of the business going forward.

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  Subs: Finding Another Chapter 11 Play
  ToddSullivan, September 25th, 2009 at 8:25 am, Comments: 0

  This is another Chapter 11 play like General Growth Properties (GGWPQ). Typical disclaimer:  Unless you are prepared to lose all of your investment in this, [...]

• Free Post: Wall St. Media 9/24
  ToddSullivan, September 25th, 2009 at 8:11 am, Comments: 0

  Talking to Doug and @aiki14 about AutoNation (AN) and the ratings agencies….of course there is my patented Red Sox/Yankees zinger at the end…

• Free Post: Davidson on the US Dollar Carry Trade
  ToddSullivan, September 24th, 2009 at 3:18 pm, Comments: 0

  This is a follow up to a previous post: