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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

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Subs: Ben Graham 1932 Article on Liquidations

Given the constant comparisons to that period to today, I thought this piece from Graham was rather timely…

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"Davidson" on US$/Euro vs. SP500

“Davidson” submits:

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“Davidson” on US$/Euro vs. SP500

“Davidson” submits:

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Subs: After Hours Buy

Just completed

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Subs: European Distribution Expansion

Three more distribution channels in Spain

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Subs: A Fantastic Quarter as EBITDA Increases 308%

This holding just nailed it. I love this pick…..

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Subs: Dow's Diversification

This ain’t your daddy’s Dow Chemical

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Subs: Dow’s Diversification

This ain’t your daddy’s Dow Chemical

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Subs: Housekeeping

Some updates

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Deja Vu…. More Sears Fears…..

I addressed this foolishness last year so I thought I would let reader Brian do it this year. Looks like we might be able to make it an annual event.

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Subs: More on Banks & Loans

You aren’t going to believe some of this….

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Subs: More on Banks & Loans

You aren’t going to believe some of this….