A very interesting interpretation if the recent IRS ruling has a profound effect on General Growth Properties (GGWPQ)
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Notes from chapter 2, “The Nature of Wall St. Works Against Investors”…
Notes from chapter 2, “The Nature of Wall St. Works Against Investors”…
Today we look at Chapter 1, “Investing vs Speculation”
Today we look at Chapter 1, “Investing vs Speculation”
Here is where you can pay for membership. We are going to look at Seth Klarman’s classic “Margin of Safety”. All of these posts will be tagged the same for easy future reference. Rather than paying $1800 for the book new ($900 used), I will post notes from my copy, Chapter by Chapter. Today, the Introduction…
Here is where you can pay for membership. We are going to look at Seth Klarman’s classic “Margin of Safety”. All of these posts will be tagged the same for easy future reference. Rather than paying $1800 for the book new ($900 used), I will post notes from my copy, Chapter by Chapter. Today, the Introduction…
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Subs: Seth Klarman
Long time readers here know the respect we have for Baupost Group’s Seth Klarman. That being said, here are some notes from a talk he did in June of this year.
This is another Chapter 11 play like General Growth Properties (GGWPQ). Typical disclaimer: Unless you are prepared to lose all of your investment in this, stop reading now. Do I think that is likely? Of course not, I would not be writing about if I did. Investing in Chapter 11 companies carries inherent risk. Just be aware of that.
General Growth Properties Holders, this is mandatory reading…
This is from today’s investor conference in Boston…..home of all subscribers beloved Red Sox… 🙂
This goes back to a story about Donald Trump and his 1st bankruptcy…
While many have been skeptical of the rally in REIT shares over the past few months, there are some fundamental reasons for it
If you think the stimulus will work and as predicted it effect will most likely be felt next year, here is a now cheap play that will benefit big from that scenario.
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More Flavor on A Recent Pick
This press release give a nice overview of the strategy going forward and the growth potential of a recent pick.