Day

March 15, 2012
In the most recent shareholder letter Daniel Loeb talks about interesting investments in Unicredit and Yahoo.  Loeb’s involvement is certainly a positive for Yahoo as we have long argued that the sum of the parts is worth far greater than the current price.  Scott Thompson seems to be the man for the job and I...
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He is exactly right.  Goldman turned into a trading firm where the focus is far too short term in nature.  They have really talented people but the model is more hedge fund oriented, as opposed to client focused.  John Pierpont Morgan is probably rolling in his grave at how things have changed. http://www.bloomberg.com/news/2012-03-15/goldman-s-change-in-culture-hurts-clients-greenberg-says.html INVESTING IN...
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Here is an article providing more evidence of the resources that Edward Lampert the Chairman of Sears Holdings, is putting towards protecting the company.  The late December stock crash and poor financial results caused large factoring suppliers such at CIT to reassess their ongoing relationship with the company.  These institutions that provide financing on account...
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This article was pretty interesting in that most of these companies are rarely talked about by the financial media, but have been unbelievable investments.  It really goes to show that if you buy something at the right price and are willing to hold it substantial returns can be made.  Obviously for some of the tech...
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http://www.cnbc.com/id/46731508 http://www.cnbc.com/id/46737336 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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I tend to agree with this analyst in that I think China is in a lot more trouble than the consensus believe.  If they were able to avoid a collapse after their immense building spree of the last decade, it would be an exceptional accomplishment, and would go against quite a bit of economic history....
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