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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…..

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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