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Subs: Notes to “Margin of Safety” Chapter 8

Titled: “The Art of Valuation:

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Subs: The Fed, Banks, CRE Loans & General Growth Properties

Shares of our General Growth Properties (GGWPQ) are up 5% today on what seems no news. Since we are up >900% on the investment, lets look at what I think the reason may be.

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Subs: The Fed, Banks, CRE Loans & General Growth Properties

Shares of our General Growth Properties (GGWPQ) are up 5% today on what seems no news. Since we are up >900% on the investment, lets look at what I think the reason may be.

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Free Post: Details Emerge on Dow's Solar Shingles

Every time I read something on this, it just keeps getting better…we may actually have a solar product people will really buy…. on a large scale

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Free Post: Details Emerge on Dow’s Solar Shingles

Every time I read something on this, it just keeps getting better…we may actually have a solar product people will really buy…. on a large scale

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Free Post: Buffett Talks About Ben Graham

One thing struck me. In order to get in the door at Graham’s firm, Buffett offered to work there for free. Can’t help but wonder how few people today would even consider that.

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Subs: Notes to "Margin of Safety" Chapter 7

Titled: At the Root of a Value Investment Philosophy

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Subs: Notes to “Margin of Safety” Chapter 7

Titled: At the Root of a Value Investment Philosophy

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Subs: Notes to "Margin of Safety" Chapter 6

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Subs: Notes to “Margin of Safety” Chapter 6

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Free Post: Dow to Begin Solar Roofing Shingle Production

This is either a revolutionary product that will be a revolutionary mega hit for the company OR yet another “green” idea that is too costly for practical implementation on a mass scale. Until pricing information and estimated “payback” for those implementing it are disclosed, we cannot be sure. The fact that they are planning for mass production, gives one pause to think costs may be contained.

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All Clear on a Past "Possible" Pick… Updated

Not the purchase I was talking about on Friday. This news just crossed the wires this am.  It is exactly what we thought would happen and it clears up the last remaining hurdle for buying shares.

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All Clear on a Past “Possible” Pick… Updated

Not the purchase I was talking about on Friday. This news just crossed the wires this am.  It is exactly what we thought would happen and it clears up the last remaining hurdle for buying shares.

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New Buy…..

I found a small company with some amazing potential. The kicker is that for every $1 worth of stock I buy, there is $.97 of cash and inventory sitting on the company’s books and zero debt. Let’s go look.

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New Buy…..

I found a small company with some amazing potential. The kicker is that for every $1 worth of stock I buy, there is $.97 of cash and inventory sitting on the company’s books and zero debt. Let’s go look.