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Subs: Bids For General Growth?

Every time I go on vacation I get news from a holding. Whether it be Dow buying Rohm & Haas, Altria spinning of Phillip Morris International or others, something always happens. This time I am at dinner and my phone starts going nuts as subscribers are sending me messages about this. Talk about on the ball subs….. nice job folks. Because they are so vigilant, I will reciprocate and answer all the questions I am getting on vacation.  

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Subs: Walter Schloss at Jim Grant's Investing Conference

No date on this one but I never get tired to reading  either Grant or Schloss. The talk is titled “65 Years on Wall St.”

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Subs: Walter Schloss at Jim Grant’s Investing Conference

No date on this one but I never get tired to reading  either Grant or Schloss. The talk is titled “65 Years on Wall St.”

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Subs: Notes From 1947 Ben Graham Class on "Valuation"

The explanation on the difference between traders/investors/analysts is excellent

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Subs: Ben Graham 1932 Article on Liquidations

Given the constant comparisons to that period to today, I thought this piece from Graham was rather timely…

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Subs: After Hours Buy

Just completed

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Subs: European Distribution Expansion

Three more distribution channels in Spain

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Subs: A Fantastic Quarter as EBITDA Increases 308%

This holding just nailed it. I love this pick…..

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Subs: Dow's Diversification

This ain’t your daddy’s Dow Chemical

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Subs: Dow’s Diversification

This ain’t your daddy’s Dow Chemical

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Subs: Housekeeping

Some updates

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Subs: More on Banks & Loans

You aren’t going to believe some of this….

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Subs: More on Banks & Loans

You aren’t going to believe some of this….

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Subs: RHI, Debt & Q4

Some numbers..

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Subs: RHI, Debt & Q4

Some numbers..