First buy in a while but a big one…
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Category: Articles
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
Longtime readers here know Grant is a favorite, check it out
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Calm Down About General Growth’s Drop
The drop over the past few days, while scary, does not even register as the most since this saga began in March. Can’t believe I am going to break out a chart, but we need some perspective.
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Calm Down About General Growth's Drop
The drop over the past few days, while scary, does not even register as the most since this saga began in March. Can’t believe I am going to break out a chart, but we need some perspective.
This is great….
Here is the presentation for tonights ValuePlays TV show
Here is the presentation for tonights ValuePlays TV show
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Bartlett’s Impudent “Stimulus” Idea
Had to read this one a few time to be sure I was not missing anything…..sadly, I wasn’t. I don’t usually call names in a post, but was at a loss to call it anything other than what it was.
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Bartlett's Impudent "Stimulus" Idea
Had to read this one a few time to be sure I was not missing anything…..sadly, I wasn’t. I don’t usually call names in a post, but was at a loss to call it anything other than what it was.
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Einhorn’s Q3 Letter
Some great market commentary here. The third paragraph I think sums up the current market perfectly. Everyone’s opinion does make a certain amount of sense, depending on the day. Not sure if that is a god thing or not. My take would be that it is because as long as 1 opinion is not pervasive, we are then more fundamentally driven, not emotionally.
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Einhorn's Q3 Letter
Some great market commentary here. The third paragraph I think sums up the current market perfectly. Everyone’s opinion does make a certain amount of sense, depending on the day. Not sure if that is a god thing or not. My take would be that it is because as long as 1 opinion is not pervasive, we are then more fundamentally driven, not emotionally.
Thinking the easy/big money in the long gold short dollar trade has been made. Here are some other opinons
Thinking the easy/big money in the long gold short dollar trade has been made. Here are some other opinons
Never heard/read too much about Wynn before but after listening to this, I really like him. Great line, “Everything you need to know about business can be learned from the Three Little Pigs”. Please watch this.