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Subs: Q3 Results

As expected with cash balanced holding strong at 69% of the current purchase price. 

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Subs: Ben Graham's 1955 Congressional Testimony

In his own words….a classic

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Subs: Ben Graham’s 1955 Congressional Testimony

In his own words….a classic

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@VIC: David Einhorn, Greenlight Capital, “Liquor before Beer… In the Clear”

This is a very entertaining read…

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Subs: The Super Investors of Graham and Doddsville

Warren Buffett’s classic look at those who follow the teachings of Ben Graham

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Subs: Seth Klarman Interview From HBS (video)

This one is great. He talks about his early years….notice another very successful person took a job for less than market value because of the potential and what he could learn…just like Buffett did.

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Subs: Next Week

This upcoming week is shaping up to be a crazy one….

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On Wall St. Media 10/15

Talking about the market and a recent buy…

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Subs: Ackman's Realty Income Short Presentation

Here is the case for short Realty Income (O)

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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.