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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

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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”