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Subs: @VIC: Amherst Securities RMBS Presentation

One of the best… Bottom line, what is happening in housing is not even close to being over… 

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Subs: Q3 Results

As expected with cash balanced holding strong at 69% of the current purchase price. 

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Subs: Ben Graham’s 1955 Congressional Testimony

In his own words….a classic

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Subs: Ben Graham's 1955 Congressional Testimony

In his own words….a classic

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Subs: The Super Investors of Graham and Doddsville

Warren Buffett’s classic look at those who follow the teachings of Ben Graham

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Subs: Seth Klarman Interview From HBS (video)

This one is great. He talks about his early years….notice another very successful person took a job for less than market value because of the potential and what he could learn…just like Buffett did.

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Subs: Next Week

This upcoming week is shaping up to be a crazy one….

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Subs: Ackman's Realty Income Short Presentation

Here is the case for short Realty Income (O)

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Subs: Ackman’s Realty Income Short Presentation

Here is the case for short Realty Income (O)

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Subs: Cigar Butt Investing

Ben Graham’s style explained and examined

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How It Works

This is great. A recent holding just launched a website explaining precisely how their products work and allowing you to calculate your savings from them.

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How It Works

This is great. A recent holding just launched a website explaining precisely how their products work and allowing you to calculate your savings from them.

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Subs: A Reader Looks at RHI Entertainment

Reader George submits this on RHI Entertainment (RHIE). It’s good, what is particularly interesting is the size of their market share.

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Subs: Why We Sold

Wanted to get the earlier post regarding the sale out since it was late in the day. Here is the why

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Subs: A Gift From Me to You

If you only read one investing book this year, make it this one…..