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Subs: News Corp. Keeps Improving

News Corp’s (NWSA)  fundamental story keeps improving virtually day  by day

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Subs: Thoughts on Market Levels and Value

When we are looking at the market, should we care what the value of it is when we are making a buying decision?

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A Holding Opens More Sales Channels

Thought they would not announce something until earnings. Key here (aside from the obvious) is that management is delivering on the expectations they set.

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Subs: Notes to “Margin of Safety” Chapter 10

Titled: “Areas of Opportunity for Value Investors: Catalysts, Market Inefficiencies, and Institutional Constraints”

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Subs: Notes to "Margin of Safety" Chapter 10

Titled: “Areas of Opportunity for Value Investors: Catalysts, Market Inefficiencies, and Institutional Constraints”

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Subs: More Sales Channels Open Up for a Holding

These moves will pay huge dividends down the road as products are introduced to the public on a much grander scale. We are up >70% in this pick in almost a month and I feel there is considerably more upside for us.

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Subs: Notes to "Margin of Safety" Chapter 9

Titled: Investment Research: The Challenge of Finding Attractive Investments

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Subs: Notes to “Margin of Safety” Chapter 9

Titled: Investment Research: The Challenge of Finding Attractive Investments

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Subs: Distribution Declared

Since our purchase at $8.86 in July, we have received distributions worth 7.2% (including this upcoming one) of out purchase price.

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Subs: Notes to "Margin of Safety" Chapter 8

Titled: “The Art of Valuation:

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Subs: Notes to “Margin of Safety” Chapter 8

Titled: “The Art of Valuation:

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Subs: The Fed, Banks, CRE Loans & General Growth Properties

Shares of our General Growth Properties (GGWPQ) are up 5% today on what seems no news. Since we are up >900% on the investment, lets look at what I think the reason may be.

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Subs: The Fed, Banks, CRE Loans & General Growth Properties

Shares of our General Growth Properties (GGWPQ) are up 5% today on what seems no news. Since we are up >900% on the investment, lets look at what I think the reason may be.

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Subs: Notes to "Margin of Safety" Chapter 7

Titled: At the Root of a Value Investment Philosophy

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Subs: Notes to “Margin of Safety” Chapter 7

Titled: At the Root of a Value Investment Philosophy