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Value Investing Congress Speaker Update & ValuePlays Discount

May 5th is coming up folks, time to register..

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Value Investing Congress Speaker Update & ValuePlays Discount

May 5th is coming up folks, time to register..

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Subs: New Buy, They Will Pave The Roads $$

The delay in these projects, still not started even though the stimulus bill promised they would be, will eventually be broken. I found a dirt cheap company that will do great when it does….

Note: I first wrote this post a month ago and have been sitting on it waiting for a reason to buy the stock and release the post. Just got it.

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Subs: Miscellaneous

Today’s tidbits…

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Subs: Miscellaneous

Odd and ends…

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Price War….. $$

In the past this has been a harbinger of consolidation..

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BreitBurn Settles Litigation and Now Pays 10.5% Distribution $$

Great start to the week…

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Subs: Tilson's Harborview GGP Presentation & Why Simon is a Valid Comp

Check out the last slide…..cap rate and stock price analysis…

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Subs: Tilson’s Harborview GGP Presentation & Why Simon is a Valid Comp

Check out the last slide…..cap rate and stock price analysis…

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Subs: Miscellaneous

More odds and ends..

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Simon: "Not in Active Negotiations" With GGP $$

From the Simon (SPG) earnings call…

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Simon: “Not in Active Negotiations” With GGP $$

From the Simon (SPG) earnings call…

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Whitney Tilson's Case For Berkshire $$

Whitney makes a strong case for Berkshire shares being undervalued…

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Whitney Tilson’s Case For Berkshire $$

Whitney makes a strong case for Berkshire shares being undervalued…

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Subs: Brookfield Properties Reports Strong Results $$

Awesome results given the economic environment…