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Steve Wynn: "See Simple Things Over a Long Period of Time"

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.

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A Value Manager on the Market: “Little Room for Error”

This is a good interview from Aaron Task (@atask).

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A Value Manager on the Market: "Little Room for Error"

This is a good interview from Aaron Task (@atask).

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Davidson: “The Next Few Months Look Interesting”

From the man who at the end of March emailed me and said “I am all in” ……..what a call.

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Davidson: "The Next Few Months Look Interesting"

From the man who at the end of March emailed me and said “I am all in” ……..what a call.

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A Look at the Global Economy via Operating Rates

We have referenced this chart in the past and it bear looking at again. It is from Dow Chemical’s (DOW) earnings presentation today

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Phillip Morris International Reports

Strong Q. Increasing dividend, $1.5B in share repurchases, 18% eps growth (ex currency) and full year forecast raised.

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Dow Chemical Crushes Estimates Due To Global Strength

Keys: Sales up, Volume up, Price up, Costs down $3.5B and the Operating Rate rose to 78%. The bad news? This is a global, not a US story. That matters if you are using Dow for a proxy…

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Frontline: “The Warning”

Must see….

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Articles Video

Frontline: "The Warning"

Must see….

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@VIC: David Einhorn, Greenlight Capital, “Liquor before Beer… In the Clear”

This is a very entertaining read…

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On Wall St. Media 10/15

Talking about the market and a recent buy

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New CRE Loan Regulations in The Works? Implications for General Growth?

News from Washington today can only be encouraging…for a change.

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New CRE Loan Regulations in The Works? Implications for General Growth?

News from Washington today can only be encouraging…for a change.

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Compass Diversified’s Massoud on Bloomberg Today

Every time I listen to Compass Diversified’s (CODI) CEO I like him more….he is a patient guy. For those not familiar, here is why we bought. (Hit the tag for all posts on the company)