Categories
Premium Articles

Subs: The Super Investors of Graham and Doddsville

Warren Buffett’s classic look at those who follow the teachings of Ben Graham

Categories
Premium Articles Video

Subs: Seth Klarman Interview From HBS (video)

This one is great. He talks about his early years….notice another very successful person took a job for less than market value because of the potential and what he could learn…just like Buffett did.

Categories
Premium Articles

Subs: Next Week

This upcoming week is shaping up to be a crazy one….

Categories
Premium Articles

Subs: Ackman's Realty Income Short Presentation

Here is the case for short Realty Income (O)

Categories
Premium Articles

Subs: Ackman’s Realty Income Short Presentation

Here is the case for short Realty Income (O)

Categories
Premium Articles

Subs: Cigar Butt Investing

Ben Graham’s style explained and examined

Categories
Premium Articles

How It Works

This is great. A recent holding just launched a website explaining precisely how their products work and allowing you to calculate your savings from them.

Categories
Premium Articles

How It Works

This is great. A recent holding just launched a website explaining precisely how their products work and allowing you to calculate your savings from them.

Categories
Premium Articles

Subs: A Reader Looks at RHI Entertainment

Reader George submits this on RHI Entertainment (RHIE). It’s good, what is particularly interesting is the size of their market share.

Categories
Premium Articles

Subs: Why We Sold

Wanted to get the earlier post regarding the sale out since it was late in the day. Here is the why

Categories
Premium Articles

Subs: A Gift From Me to You

If you only read one investing book this year, make it this one…..

Categories
Premium Articles

Subs: News Corp. Keeps Improving

News Corp’s (NWSA)  fundamental story keeps improving virtually day  by day

Categories
Premium Articles

Subs: Thoughts on Market Levels and Value

When we are looking at the market, should we care what the value of it is when we are making a buying decision?

Categories
Premium Articles

A Holding Opens More Sales Channels

Thought they would not announce something until earnings. Key here (aside from the obvious) is that management is delivering on the expectations they set.

Categories
Premium Articles

Subs: Notes to “Margin of Safety” Chapter 10

Titled: “Areas of Opportunity for Value Investors: Catalysts, Market Inefficiencies, and Institutional Constraints”