After watching my show last night on StockTwits TV this morning, I thought to myself, WTF are you thinking?
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A very interesting interpretation if the recent IRS ruling has a profound effect on General Growth Properties (GGWPQ)
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.
Notes from chapter 2, “The Nature of Wall St. Works Against Investors”…
Notes from chapter 2, “The Nature of Wall St. Works Against Investors”…
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
Today we look at Chapter 1, “Investing vs Speculation”
Today we look at Chapter 1, “Investing vs Speculation”
Here is where you can pay for membership. We are going to look at Seth Klarman’s classic “Margin of Safety”. All of these posts will be tagged the same for easy future reference. Rather than paying $1800 for the book new ($900 used), I will post notes from my copy, Chapter by Chapter. Today, the Introduction…
Here is where you can pay for membership. We are going to look at Seth Klarman’s classic “Margin of Safety”. All of these posts will be tagged the same for easy future reference. Rather than paying $1800 for the book new ($900 used), I will post notes from my copy, Chapter by Chapter. Today, the Introduction…
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Subs: Seth Klarman
Long time readers here know the respect we have for Baupost Group’s Seth Klarman. That being said, here are some notes from a talk he did in June of this year.
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Free Post: Some Perspective on CRE
A couple interesting conversations….
Starting to get more color on what the structure change will mean to the profitability of the business going forward.