Categories
Premium Articles

Subs: Notes to "Margin of Safety" Chapter 5

Titled: “Defining Your Investment Goals”

Categories
Premium Articles

Subs: Notes to “Margin of Safety” Chapter 5

Titled: “Defining Your Investment Goals”

Categories
Articles

Subs: Monthly Operating Statement Filed by Latest Chapter 11 Pick

This is good. Nothing spectacular and everything is holding steady. 

Categories
Premium Articles

Subs: New Buy Coming Monday

Uncovered a nice little find. Provides customers with convenience, cost savings and is very “green”. Best of all? 77% of the purchase price is covered by cash on the books and there is ZERO debt. Just double/triple checking everything this weekend.

Categories
Articles Video

Free Post: Raising FHA Downpayments Rates?

Have no idea who this Rep. is or anything about him but he makes perfect sense to me in this clip.

Categories
Premium Articles

Subs: "Margin of Safety" Notes to Chapter 4

Chapter 4 is titled, “Delusions of Value: The Myths and Misconceptions of Junk Bonds in the 1980s”. In reading this chapter, the thought came to me that one could just as easily substitute “Housing in the 2000’s” for the actual title as the scenario unfolded the same. The true irony is that the one who got taken in the 1980, banks, were the ones ones who in the 2000’s did it to themselves.

Categories
Premium Articles

Subs: “Margin of Safety” Notes to Chapter 4

Chapter 4 is titled, “Delusions of Value: The Myths and Misconceptions of Junk Bonds in the 1980s”. In reading this chapter, the thought came to me that one could just as easily substitute “Housing in the 2000’s” for the actual title as the scenario unfolded the same. The true irony is that the one who got taken in the 1980, banks, were the ones ones who in the 2000’s did it to themselves.

Categories
Articles

Free Post: The "Greater Fool" on the Dollar Short Trade Revealed

You know the saying. Those who buy the “hot trend” do so eventually hoping to sell to the greater fool. In the case of the dollar trade, the greater fool would be the last guy to short it before the rebound.

Categories
Articles

Free Post: The “Greater Fool” on the Dollar Short Trade Revealed

You know the saying. Those who buy the “hot trend” do so eventually hoping to sell to the greater fool. In the case of the dollar trade, the greater fool would be the last guy to short it before the rebound.

Categories
Premium Articles

Subs: "Margin of Safety" Notes from Chapter 3

Chapter 3 is titled, “The Institutional Performance Derby: The Client Is the Loser”. This is a must read for every investor.

Categories
Premium Articles

Subs: “Margin of Safety” Notes from Chapter 3

Chapter 3 is titled, “The Institutional Performance Derby: The Client Is the Loser”. This is a must read for every investor.

Categories
Articles

Free Post: Bernanke's Reforms…More Bureaucracy

Not liking the request for yet another layer of bureaucracy in this speech. “More” isn’t the answer. Would more regulators have caught Madoff? No. They had everything they needed to catch him.

Categories
Articles

Free Post: Bernanke’s Reforms…More Bureaucracy

Not liking the request for yet another layer of bureaucracy in this speech. “More” isn’t the answer. Would more regulators have caught Madoff? No. They had everything they needed to catch him.

Categories
Articles

Free Post: Goldman Sachs', Cap Rates and General Growth Properties

Goldman Sachs did a REIT presentation the other day and the slides are all over the place. There was one in particular that matters to those of us holding General Growth (GGWPQ) shares.

Categories
Articles

Free Post: Goldman Sachs’, Cap Rates and General Growth Properties

Goldman Sachs did a REIT presentation the other day and the slides are all over the place. There was one in particular that matters to those of us holding General Growth (GGWPQ) shares.