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A Holding Upgraded to "Buy"…

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The Recession & A Holding's Market Share

This is even better than I thought it would be

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The Recession & A Holding’s Market Share

This is even better than I thought it would be

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More on CRE

The upcoming CRE pain is going to create great opportunities…

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Thoughts on Risk

Your definition of risk is directly tied to the timeframe of your investment..

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Feeling The "Burn"…..A Potential Buy

This potential pick really might pay off big….

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Feeling The “Burn”…..A Potential Buy

This potential pick really might pay off big….

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Lampert Explains Some Things To Barron's

Sears Holdings (SHLD) Chairman Edward Lampert responded this post weekend to an article previously run in Barron’s (Aug. 24th) .  Here is the original article.  

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Lampert Explains Some Things To Barron’s

Sears Holdings (SHLD) Chairman Edward Lampert responded this post weekend to an article previously run in Barron’s (Aug. 24th) .  Here is the original article.  

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Falling Knives: How To Tell Butchers From Butter

This is a great little piece I found:

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New Transaction

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New Buy

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Biogen / Facet: The Winner? Seth Klarman

Biogen (BIIB) made an offer for Facet (FACT) last week and shares soared >70%. Guess who was the big winner? Yup, the value guy.

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Brookfield Properties Increases Offering

When really smart people keep getting money thrown at them to invest, the already high interest level I have in the situation becomes even larger.

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Bruce Berkowitz Talks To Forbes

Bruce Berkowitz who run the Fairholme Fund (FAIRX) is one of the best out there. This is great video in which he talks about specoific holdings and his philosphy in general.