Day

March 8, 2012
On February 15th, 2012 Mohnish Pabrai of Pabrai Investment Funds spoke at The Ben Graham Centre for Value Investing in Canada.  It is a long video and the formatting is not ideal, but the stories he tells are some of the stories that inspired me to start my own investment advisory firm.  He covers many...
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Bill Ackman appeared on CNBC today where he discussed Borders, Amazon (AMZN), Apple (AAPL), and JC Penney (JCP) among other topics.  Ackman has become one of the most influential investors in the United States through activist investing built on solid value investment principles.  I thought his comments on the housing market were particularly relevant.  It...
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March 7th 2012 CSX:                                      $20.25 Market Cap:                       $21.4 Billion Dividend Yield:                  2.37% P/B:                                       2.5 2011 Net Income:            $1.822 Billion 2011 Free Cash Flow:      $1,396 Billion Company Overview:  CSX is one of the largest North American railroad companies controlling 21,000 miles of track, predominantly on the eastern United States.  CSX hauls...
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Today Treasury announced that they will be selling $6 Billion of AIG stock, and AIG announced that they will be buying up to $3 Billion of it.  This is enormously accretive to AIG shareholders being that if AIG were to pay $29 a share from Treasury, they would be purchasing their own stock at 52%...
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