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Subs: Finding Another Chapter 11 Play

This is another Chapter 11 play like General Growth Properties (GGWPQ). Typical disclaimer:  Unless you are prepared to lose all of your investment in this, stop reading now. Do I think that is likely? Of course not, I would not be writing about if I did. Investing in Chapter 11 companies carries inherent risk. Just be aware of that.

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Free Post: Wall St. Media 9/24

Talking to Doug and @aiki14 about AutoNation (AN) and the ratings agencies….of course there is my patented Red Sox/Yankees zinger at the end…

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Free Post: Davidson on the US Dollar Carry Trade

This is a follow up to a previous post:

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Subs: Pershing Square Q2 Letter…GGP Holders Please Read

General Growth Properties Holders, this is mandatory reading…

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Free Post: On Wall St. Media 9/23

Talking about the Fed, the market, bargains and the Value Investing Congress.  Get discounted tickets to the Congress from Jay at Market Folly

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Free Post: Whitney Tilson Interview on Charlie Munger

This is a very interesting hour long interview.. Hat Tip reader Michael for the heads up.

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Free Post: AutoNation's Jackson "Going on Offense"

From an interview in Reuters…

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Free Post: AutoNation’s Jackson “Going on Offense”

From an interview in Reuters…

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Free Post: The Fed Tells Us What We Already Knew

Talk about an anti-climactic event.

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Subs: A Holding Presents at Investor Conference

This is from today’s investor conference in Boston…..home of all subscribers beloved Red Sox…   🙂

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Free Post: The Housing Bubble & Govt.'s Role

Without essentially free money and government programs, the housing bubble could not have happened.

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Free Post: The Housing Bubble & Govt.’s Role

Without essentially free money and government programs, the housing bubble could not have happened.

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Subs: Owe the Bank $1M? Your Problem. Owe It $27B? Their Problem

This goes back to a story about Donald Trump and his 1st bankruptcy…

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Free Post: A History of Unemployment

This is an intersting discussion on the subject

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Subs:Trader / Investor …. Tomato /Tomaaato

Yup, I said it….is there really a difference? Or is it  just that our time frame and decision making metrics are different…