Categories
Premium Articles

Subs: Notes to "Margin of Safety" Chapter 10

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

Categories
Premium Articles

Subs: More Sales Channels Open Up for a Holding

These moves will pay huge dividends down the road as products are introduced to the public on a much grander scale. We are up >70% in this pick in almost a month and I feel there is considerably more upside for us.

Categories
Premium Articles

Subs: Notes to "Margin of Safety" Chapter 9

Titled: Investment Research: The Challenge of Finding Attractive Investments

Categories
Premium Articles

Subs: Notes to “Margin of Safety” Chapter 9

Titled: Investment Research: The Challenge of Finding Attractive Investments

Categories
Premium Articles

Subs: Distribution Declared

Since our purchase at $8.86 in July, we have received distributions worth 7.2% (including this upcoming one) of out purchase price.

Categories
Premium Articles

Subs: Notes to "Margin of Safety" Chapter 8

Titled: “The Art of Valuation:

Categories
Premium Articles

Subs: Notes to “Margin of Safety” Chapter 8

Titled: “The Art of Valuation:

Categories
Premium Articles

Subs: The Fed, Banks, CRE Loans & General Growth Properties

Shares of our General Growth Properties (GGWPQ) are up 5% today on what seems no news. Since we are up >900% on the investment, lets look at what I think the reason may be.

Categories
Premium Articles

Subs: The Fed, Banks, CRE Loans & General Growth Properties

Shares of our General Growth Properties (GGWPQ) are up 5% today on what seems no news. Since we are up >900% on the investment, lets look at what I think the reason may be.

Categories
Premium Articles

Subs: Notes to "Margin of Safety" Chapter 7

Titled: At the Root of a Value Investment Philosophy

Categories
Premium Articles

Subs: Notes to “Margin of Safety” Chapter 7

Titled: At the Root of a Value Investment Philosophy

Categories
Premium Articles

Subs: Notes to "Margin of Safety" Chapter 6

Categories
Premium Articles

Subs: Notes to “Margin of Safety” Chapter 6

Categories
Premium Articles

All Clear on a Past "Possible" Pick… Updated

Not the purchase I was talking about on Friday. This news just crossed the wires this am.  It is exactly what we thought would happen and it clears up the last remaining hurdle for buying shares.

Categories
Premium Articles

All Clear on a Past “Possible” Pick… Updated

Not the purchase I was talking about on Friday. This news just crossed the wires this am.  It is exactly what we thought would happen and it clears up the last remaining hurdle for buying shares.