We have been commenting for a while on the improvement at Sears.com. It seems other folks are figuring it out also…
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Subs: A Chapter 11 Court Update
Some interesting developments…..
Here is the Q&A with Bill Ackman..
Here is the Q&A with Bill Ackman..
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Subs: Adding to a Position
The ignored earnings call yesterday presents us a huge opportunity IMO.
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Subs: Walter Schloss Investing
Who is Schloss? Probably the greatest investor most people have not heard of. How good? Try 433% vs 5% vs the S&P just since 1998. Read on….
So if I told you a holding was about to enter into a Wal-Mart (WMT) pilot program (500 locations) you’d think it was news. It would be if there were any analysts on the earnings call yesterday, note at the end of the following call, not single question. Since there weren’t, the news did not get out. I am buying more today.
So if I told you a holding was about to enter into a Wal-Mart (WMT) pilot program (500 locations) you’d think it was news. It would be if there were any analysts on the earnings call yesterday, note at the end of the following call, not single question. Since there weren’t, the news did not get out. I am buying more today.
Seems we get a new agreement almost weekly now…
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Subs: New Transaction
Sold some more covered calls
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Subs: Thoughts from @VIC
While they are fresh in my mind…
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@VIC T2 Presentation
This is very sobering for anyone who thinks housing is getting to an “all clear” position.
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@VIC T2 Presentation
This is very sobering for anyone who thinks housing is getting to an “all clear” position.
Highly concentrated portfolio, large cap names and has returned 2X what Berkshire Hathaway (BRK.A) has returned since inception (1992). You may want to look at this.
Highly concentrated portfolio, large cap names and has returned 2X what Berkshire Hathaway (BRK.A) has returned since inception (1992). You may want to look at this.