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Subs: Ackman’s Realty Income Short Presentation

Here is the case for short Realty Income (O)

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New CRE Loan Regulations in The Works? Implications for General Growth?

News from Washington today can only be encouraging…for a change.

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New CRE Loan Regulations in The Works? Implications for General Growth?

News from Washington today can only be encouraging…for a change.

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Compass Diversified's Massoud on Bloomberg Today

Every time I listen to Compass Diversified’s (CODI) CEO I like him more….he is a patient guy. For those not familiar, here is why we bought. (Hit the tag for all posts on the company)

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Compass Diversified’s Massoud on Bloomberg Today

Every time I listen to Compass Diversified’s (CODI) CEO I like him more….he is a patient guy. For those not familiar, here is why we bought. (Hit the tag for all posts on the company)

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2006 Seth Klarman Video

We first posted this about a year ago, but since we have been talking so much about him recently, it is worth another look.

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Subs: Cigar Butt Investing

Ben Graham’s style explained and examined

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Greenwald on Graham and The Balance Sheet

I can’t stress the importance of this enough, especially today. Credit/Debt markets are changed for several years to come and perhaps permanently. The strength of a company’s balance sheet is going to become of a primary importance as we go forward.

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How It Works

This is great. A recent holding just launched a website explaining precisely how their products work and allowing you to calculate your savings from them.

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How It Works

This is great. A recent holding just launched a website explaining precisely how their products work and allowing you to calculate your savings from them.

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Subs: A Reader Looks at RHI Entertainment

Reader George submits this on RHI Entertainment (RHIE). It’s good, what is particularly interesting is the size of their market share.

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Subs: Why We Sold

Wanted to get the earlier post regarding the sale out since it was late in the day. Here is the why

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Subs: Out of a Holding

This is NOT the best way to be playing this at the present time….

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Talking to Whitney Tilson about the Value Investing Congress

As far as I am concerned, the best event of the year for us value folk…

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Subs: A Gift From Me to You

If you only read one investing book this year, make it this one…..