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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)

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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)

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Subs: “Margin of Safety” Notes From Chapter 2

Notes from chapter 2, “The Nature of Wall St. Works Against Investors”…

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Subs: "Margin of Safety" Notes From Chapter 2

Notes from chapter 2, “The Nature of Wall St. Works Against Investors”…

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Subs: "Margin of Safety", Notes to Chapter 1

Today we look at Chapter 1, “Investing vs  Speculation”

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Subs: “Margin of Safety”, Notes to Chapter 1

Today we look at Chapter 1, “Investing vs  Speculation”

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Subs: Notes to Seth Klarman's "Margin of Safety"

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: Notes to Seth Klarman’s “Margin of Safety”

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…