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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…..

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"Cheap and Ugly" Can Be Beautiful

Columbia’s Bruce Greenwald make some fantastic points. The second video is especially important as he talks about Fannie (FNM), Freddie (FRE) and why ignoring the balance sheet can be disastrous.

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“Cheap and Ugly” Can Be Beautiful

Columbia’s Bruce Greenwald make some fantastic points. The second video is especially important as he talks about Fannie (FNM), Freddie (FRE) and why ignoring the balance sheet can be disastrous.

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Last Night's StockTwits TV Show

Weekly on Tuesday’s at 8:30

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Last Night’s StockTwits TV Show

Weekly on Tuesday’s at 8:30

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Subs: News Corp. Keeps Improving

News Corp’s (NWSA)  fundamental story keeps improving virtually day  by day

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Subs: Thoughts on Market Levels and Value

When we are looking at the market, should we care what the value of it is when we are making a buying decision?

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Subs: New Buy

Unless you believe the desire to reduce a company’s energy costs is going away, then this company looks like a steal at current levels

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A CRE Update

Mr. Green makes the important point on the difference to banks for CRE vs RRE.  That point also bodes well for the “extend maturities” argument.

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A Holding Opens More Sales Channels

Thought they would not announce something until earnings. Key here (aside from the obvious) is that management is delivering on the expectations they set.