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Why We Bought Jamba Juice…..

This was originally posted Sept. 8th for subscribers. We bought shares based on this at $1.14 (currently stand at $2.02, 77% gain).  Subsequent posts have bolstered the case for it.

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Subs: Notes to "Margin of Safety" Chapter 10

Titled: “Areas of Opportunity for Value Investors: Catalysts, Market Inefficiencies, and Institutional Constraints”

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Subs: Notes to “Margin of Safety” Chapter 10

Titled: “Areas of Opportunity for Value Investors: Catalysts, Market Inefficiencies, and Institutional Constraints”

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RHI Entertainment Hit With Baseless/Frivolous Class Action

As a shareholder, I am incensed that the company will have to spend money to defend garbage like this.  Let’s look at this poster child of abuse of the US civil litigation system. The definition of frivolous

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Getting Dissed' on General Growth Properties

Somebody decided to call me out on my General Growth thesis and did so by putting me in the same sentence as Goldman Sachs (GS) and Bill Ackman. Can’t decide to argue with or thank them….I’ll do both.

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Getting Dissed’ on General Growth Properties

Somebody decided to call me out on my General Growth thesis and did so by putting me in the same sentence as Goldman Sachs (GS) and Bill Ackman. Can’t decide to argue with or thank them….I’ll do both.

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Subs: More Sales Channels Open Up for a Holding

These moves will pay huge dividends down the road as products are introduced to the public on a much grander scale. We are up >70% in this pick in almost a month and I feel there is considerably more upside for us.

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AutoNation's Jackson at Auto Summit

Can’t say enough about Jackson. Had anyone in Detroit or Washington listened to him over the past 4 years, much of what the auto industry went through recently may have been avoided….

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AutoNation’s Jackson at Auto Summit

Can’t say enough about Jackson. Had anyone in Detroit or Washington listened to him over the past 4 years, much of what the auto industry went through recently may have been avoided….

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Subs: Notes to "Margin of Safety" Chapter 9

Titled: Investment Research: The Challenge of Finding Attractive Investments

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Premium Articles

Subs: Notes to “Margin of Safety” Chapter 9

Titled: Investment Research: The Challenge of Finding Attractive Investments

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Starting to Put Some Number to SmartStax

Dow Chemical (DOW) and Monsanto (MON) have combined to develop a one of a kind corn seed. Using Monsanto’s recent earnings release, we can start to put some hard numbers to it possible effect.

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Buffett's Favorite Indicator Read Wrong……………Again

This again….. This was address before when this indicator was being used to declare “now was the time to buy” in Forbes in Feb 2009. At the time I said they erred in their interpretations of the indicator. Then it stood at 75, today 77. People are using this today to claim the market is cheap. They are wrong

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Buffett’s Favorite Indicator Read Wrong……………Again

This again….. This was address before when this indicator was being used to declare “now was the time to buy” in Forbes in Feb 2009. At the time I said they erred in their interpretations of the indicator. Then it stood at 75, today 77. People are using this today to claim the market is cheap. They are wrong

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"Cash 4 Clunkers" and the Law of Unintended Consequences

This is what happens when gov’t meddles in the market. Now, I am torn because C4C did help our AutoNation (AN) holding. But I fear its effect will be short term and leave potential buyers of new cars sitting, waiting for the next gov’t program before they go buy. Basically a short term gain and detrimental longer term effects. Anyway, the ugly result…