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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.

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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.

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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.

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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.

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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.

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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.

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Subs: A Sale..

After watching my show last night on StockTwits TV this morning, I thought to myself, WTF are you thinking?

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Subs: New REMIC Rules & Their Effect on GGP Chapter 11

A very interesting interpretation if the recent IRS ruling has a profound effect on General Growth Properties (GGWPQ)

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Subs: New REMIC Rules & Their Effect on GGP Chapter 11

A very interesting interpretation if the recent IRS ruling has a profound effect on General Growth Properties (GGWPQ)

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Subs: An Etrade Update

Some news over the last day or so means we need to make some adjustments.

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Subs: "Margin of Safety" Notes From Chapter 2

Notes from chapter 2, “The Nature of Wall St. Works Against Investors”…

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Subs: “Margin of Safety” Notes From Chapter 2

Notes from chapter 2, “The Nature of Wall St. Works Against Investors”…

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Free Post: Dow Gets FTC Clearance for Morton Sale, To Pay Of Loan Early

Dow Chemical (DOW) said at the time the Rohm & Haas deal was completed they intended to pay off the bridge loan used to finance it before the end of the year. They have done that

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Subs: "Margin of Safety", Notes to Chapter 1

Today we look at Chapter 1, “Investing vs  Speculation”

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Subs: “Margin of Safety”, Notes to Chapter 1

Today we look at Chapter 1, “Investing vs  Speculation”