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Subs: Dow Investor Day $$

Key statement, “we are an investor, not a divestor in Ag.”

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Subs: More Insider Buying $$

A follow up to a recent post on the same subject from the same company

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Subs: Another Co., Another Insider Buy $$

This one makes sense given recent results….

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Subs: Berkowitz on Value Investing $$

Long time readers know Berkowitz is a ValuePlays favorite.

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Subs: An Etrade Partner? $$

I continue to think this is only a matter of time

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Subs: General Growth…… $$

What do we do now?

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Buffett on Value Investing

Key comment, “cash will be a terrible investment”.

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The Myth of the Rational Market

Believe it or not, some people still believe this…

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Subs: Do Treasuries Predict Inflation or Deflation?

“Davidson” submits…

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Subs: Schloss on Behavioral Economics

Titled “Why We Invest the Way We Do”.

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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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Making Money Out of Junk

20% plus annual returns for decades…..you might want to see what Walter Schloss  had to say…

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

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