Archive for November, 2009
-
Book: Galbraith on “Financial Euphoria” $$
ToddSullivan, November 30th, 2009 at 3:14 pm, Comments: 0This is a great read…especially given events of the past two years. The full title is “A Short History of Financial Euphoria” (1994)
-
Subs: General Growth Picking Up Steam
ToddSullivan, November 29th, 2009 at 1:54 am, Comments: 0Things here are happening at a very fast pace……
-
Subs: A 6.5% Cap Rate???? $$
ToddSullivan, November 25th, 2009 at 12:50 pm, Comments: 0Given what we have seen in recent sales, this is not so far out of the realm of the likely…….
-
Subs: News Corp. Gaining Traction
ToddSullivan, November 25th, 2009 at 10:34 am, Comments: 0Seems Rup may have some company……
-
Dow Chemical Expands Ag Division $$
ToddSullivan, November 25th, 2009 at 10:31 am, Comments: 0Just last week CEO Andrew Liveris said they were going to be “an investor, not a divestor” of Ag assets
-
Subs: We Starting to Get Firmer Potential Values for GGP Now $$
ToddSullivan, November 24th, 2009 at 12:43 pm, Comments: 0We are finally getting some numbers here…….
-
Subs: Insiders Still Adding to Holding $$
ToddSullivan, November 24th, 2009 at 11:35 am, Comments: 0This is the fourth buy in less than a month…
-
Subs: More Housekeeping
ToddSullivan, November 24th, 2009 at 10:52 am, Comments: 0Keep getting this asked so rather than answer in the comments, thought best to answer in a post…
-
Subs: Buffett on Charlie Rose
ToddSullivan, November 24th, 2009 at 10:01 am, Comments: 0Interesting was the admission that the purchase of Burlington Northern (BNI) was “not a bargain”…
-
Subs: Phillip Morris International Returns Billions $$
ToddSullivan, November 24th, 2009 at 8:01 am, Comments: 0This is one of a very small handful of stocks you can actually buy and pay very little attention to for those who desire that in their portfolio. I would certainly rather have my money here than in 99% of all mutual funds for the next 10 years. Unlike the mutual funds who require you [...]
-
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 »
Follow me on: Twitter and StockTwits
-

- StockTwits Desktop
-
Loading...
-
Archives
-
Tag Cloud
acas ackman AMTD AN BAM bbep BBI ben graham bgp BPO Bruce Berkowitz buffett CC CODi CRE davidson dow einhorn ETFC fairx free post ggp government hek housing IGOI jmba margin of safety mcd MO nwsa oesx PM purchases rhie sbux seth klarman SHLD sks spg theory TV TXCOQ ung VIC
WP Cumulus Flash tag cloud by Roy Tanck and Luke Morton requires Flash Player 9 or better.
-
Recent Comments
- What We’re Reading ~ 3/12/10 « Finance Blog on ValuePlays TV 3/9/2010
- uberVU - social comments on ValuePlays TV 3/9/2010
- Wednesday links: reaching for yield Abnormal Returns on Hussman Comments on Financial TV $$
- Seth Klarman: Forgotten Lessons of 2008 « Gamechangersblurb's Blog on Seth Klarman: Forgotten Lessons of 2008 $$
- Subs: More Interesting News From Down Under $$ Value Plays on Subs: Look Who Raising More Money…. $$
-

