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Subs: Notes to "Margin of Safety" Chapter 6

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Subs: Notes to “Margin of Safety” Chapter 6

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All Clear on a Past "Possible" Pick… Updated

Not the purchase I was talking about on Friday. This news just crossed the wires this am.  It is exactly what we thought would happen and it clears up the last remaining hurdle for buying shares.

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All Clear on a Past “Possible” Pick… Updated

Not the purchase I was talking about on Friday. This news just crossed the wires this am.  It is exactly what we thought would happen and it clears up the last remaining hurdle for buying shares.

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New Buy…..

I found a small company with some amazing potential. The kicker is that for every $1 worth of stock I buy, there is $.97 of cash and inventory sitting on the company’s books and zero debt. Let’s go look.

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New Buy…..

I found a small company with some amazing potential. The kicker is that for every $1 worth of stock I buy, there is $.97 of cash and inventory sitting on the company’s books and zero debt. Let’s go look.

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Subs: Notes to “Margin of Safety” Chapter 5

Titled: “Defining Your Investment Goals”

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Subs: Notes to "Margin of Safety" Chapter 5

Titled: “Defining Your Investment Goals”

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Subs: New Buy Coming Monday

Uncovered a nice little find. Provides customers with convenience, cost savings and is very “green”. Best of all? 77% of the purchase price is covered by cash on the books and there is ZERO debt. Just double/triple checking everything this weekend.

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Subs: “Margin of Safety” Notes to Chapter 4

Chapter 4 is titled, “Delusions of Value: The Myths and Misconceptions of Junk Bonds in the 1980s”. In reading this chapter, the thought came to me that one could just as easily substitute “Housing in the 2000’s” for the actual title as the scenario unfolded the same. The true irony is that the one who got taken in the 1980, banks, were the ones ones who in the 2000’s did it to themselves.

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Subs: "Margin of Safety" Notes to Chapter 4

Chapter 4 is titled, “Delusions of Value: The Myths and Misconceptions of Junk Bonds in the 1980s”. In reading this chapter, the thought came to me that one could just as easily substitute “Housing in the 2000’s” for the actual title as the scenario unfolded the same. The true irony is that the one who got taken in the 1980, banks, were the ones ones who in the 2000’s did it to themselves.

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Subs: “Margin of Safety” Notes from Chapter 3

Chapter 3 is titled, “The Institutional Performance Derby: The Client Is the Loser”. This is a must read for every investor.

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Subs: "Margin of Safety" Notes from Chapter 3

Chapter 3 is titled, “The Institutional Performance Derby: The Client Is the Loser”. This is a must read for every investor.

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Subs: A Sale..

After watching my show last night on StockTwits TV this morning, I thought to myself, WTF are you thinking?

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Subs: New REMIC Rules & Their Effect on GGP Chapter 11

A very interesting interpretation if the recent IRS ruling has a profound effect on General Growth Properties (GGWPQ)