We have been commenting for a while on the improvement at Sears.com. It seems other folks are figuring it out also…
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Subs: A Chapter 11 Court Update
Some interesting developments…..
Never heard/read too much about Wynn before but after listening to this, I really like him. Great line, “Everything you need to know about business can be learned from the Three Little Pigs”. Please watch this.
Never heard/read too much about Wynn before but after listening to this, I really like him. Great line, “Everything you need to know about business can be learned from the Three Little Pigs”. Please watch this.
This is a good interview from Aaron Task (@atask).
This is a good interview from Aaron Task (@atask).
Here is the Q&A with Bill Ackman..
Here is the Q&A with Bill Ackman..
Categories
Subs: Adding to a Position
The ignored earnings call yesterday presents us a huge opportunity IMO.
From the man who at the end of March emailed me and said “I am all in” ……..what a call.
From the man who at the end of March emailed me and said “I am all in” ……..what a call.
We have referenced this chart in the past and it bear looking at again. It is from Dow Chemical’s (DOW) earnings presentation today
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Phillip Morris International Reports
Strong Q. Increasing dividend, $1.5B in share repurchases, 18% eps growth (ex currency) and full year forecast raised.
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Subs: Walter Schloss Investing
Who is Schloss? Probably the greatest investor most people have not heard of. How good? Try 433% vs 5% vs the S&P just since 1998. Read on….
So if I told you a holding was about to enter into a Wal-Mart (WMT) pilot program (500 locations) you’d think it was news. It would be if there were any analysts on the earnings call yesterday, note at the end of the following call, not single question. Since there weren’t, the news did not get out. I am buying more today.