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Subs: Jamba……A Huge Deal $$

Next time I go away…..what else could possibly happen?

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Simon to GGP: “We Might Rescind The Offer You Rejected” …So What?? $$

Just got back from a day on the inter-coastal waterway…first time, really neat. Now, let’s look at this and call it what it is…..

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Simon to GGP: "We Might Rescind The Offer You Rejected" …So What?? $$

Just got back from a day on the inter-coastal waterway…first time, really neat. Now, let’s look at this and call it what it is…..

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A Sign This Market Will Keep Going Higher $$

Sent from “Davidson”….. pessimism that contradicts reality is very healthy for a bull market. It lowers expectations and increases the “surprise” factor for earnings beats over lowered analysts predictions.

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Simon Offer for GGP $$

It is a joke…..details to come at www.wsmco.com where I did a telephone interview this morning.

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Next Week

Heading out of town for winter break…

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Sears Begins to Monetize Brands……Finally $$

Honestly, as much of a fan of Lampert I am, I can’t figure why this was not done a year or two ago…

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Value Investing Congress Speaker Update & ValuePlays Discount

May 5th is coming up folks, time to register..

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Value Investing Congress Speaker Update & ValuePlays Discount

May 5th is coming up folks, time to register..

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Price War….. $$

In the past this has been a harbinger of consolidation..

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BreitBurn Settles Litigation and Now Pays 10.5% Distribution $$

Great start to the week…

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Simon: “Not in Active Negotiations” With GGP $$

From the Simon (SPG) earnings call…

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Simon: "Not in Active Negotiations" With GGP $$

From the Simon (SPG) earnings call…

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Whitney Tilson’s Case For Berkshire $$

Whitney makes a strong case for Berkshire shares being undervalued…

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Whitney Tilson's Case For Berkshire $$

Whitney makes a strong case for Berkshire shares being undervalued…