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This Doesn't Add Up

We have some very contradictory numbers out there… makes me wonder which one isn’t accurate

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Suggested Reading for The Potential Value Investor

Getting lots of emails lately about value investing. A common theme is “investing vs trading” or “how can I be a value investor”, along those lines. Seems people are interested but not sure which is best for them. Here is a suggestion.

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Compass Diversifed Insiders Continue Purchases

This makes 7 buys the last two days

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“Davidson’s” Market Valuation Tool

“Davidson” submits:

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"Davidson's" Market Valuation Tool

“Davidson” submits:

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Etrade "Special Mention" Update

A picture is worth a thousand words….. or in this case, millions of dollars

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Etrade “Special Mention” Update

A picture is worth a thousand words….. or in this case, millions of dollars

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Compass Diversified’s Insiders Buying Shares

Just love it when insiders (a bunch of them) are buying stock with their own money

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Compass Diversified's Insiders Buying Shares

Just love it when insiders (a bunch of them) are buying stock with their own money

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Wall St. Media 11/2

Talking about GGP and Etrade…

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A Look Back and Forward at ATP Gas

Have been discussing ATP with a reader for a while.  I post his thoughts here for a few reasons. Knowing him to be a well thought person, his opinion carries value and we also have a presentation from 2008’s VIC on it here when the stock was at $7. It now sits at $16.69.

Note: I am neither recommending buying or avoiding this, I post simply for readers to make their own judgement. This is particularly interesting as we have a years worth of data to review.

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PMI Reading Denotes Expanding Activity

“Davidson” submits:

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Gates Adds 500k AutoNation Shares

First buy in a while but a big one…

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Banks Options in General Growth Properties Case Down to One

So we bought more shares of General Growth Properties (GGWPQ) Friday, our first purchase since the stock passed the $2 mark. Why? Simply put, what looked like the most “reasonable” scenario in March when we first bought, now looks like the “only” one left.  That is good

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Jim Grant on Wealth Track (video)

Longtime readers here know Grant is a favorite, check it out