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)
Category: Articles
We first posted this about a year ago, but since we have been talking so much about him recently, it is worth another look.
I can’t stress the importance of this enough, especially today. Credit/Debt markets are changed for several years to come and perhaps permanently. The strength of a company’s balance sheet is going to become of a primary importance as we go forward.
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Subs: Out of a Holding
This is NOT the best way to be playing this at the present time….
As far as I am concerned, the best event of the year for us value folk…
Columbia’s Bruce Greenwald make some fantastic points. The second video is especially important as he talks about Fannie (FNM), Freddie (FRE) and why ignoring the balance sheet can be disastrous.
Columbia’s Bruce Greenwald make some fantastic points. The second video is especially important as he talks about Fannie (FNM), Freddie (FRE) and why ignoring the balance sheet can be disastrous.
Weekly on Tuesday’s at 8:30
Weekly on Tuesday’s at 8:30
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Subs: New Buy
Unless you believe the desire to reduce a company’s energy costs is going away, then this company looks like a steal at current levels
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A CRE Update
Mr. Green makes the important point on the difference to banks for CRE vs RRE. That point also bodes well for the “extend maturities” argument.
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Why We Bought Jamba Juice…..
This was originally posted Sept. 8th for subscribers. We bought shares based on this at $1.14 (currently stand at $2.02, 77% gain). Subsequent posts have bolstered the case for it.
As a shareholder, I am incensed that the company will have to spend money to defend garbage like this. Let’s look at this poster child of abuse of the US civil litigation system. The definition of frivolous…
Somebody decided to call me out on my General Growth thesis and did so by putting me in the same sentence as Goldman Sachs (GS) and Bill Ackman. Can’t decide to argue with or thank them….I’ll do both.
Somebody decided to call me out on my General Growth thesis and did so by putting me in the same sentence as Goldman Sachs (GS) and Bill Ackman. Can’t decide to argue with or thank them….I’ll do both.