It appears that AIG is moving closer to selling off a part of if not all of its aircraft leasing company ILFC.  This business could be worth anything from $6-10 billion and is not a core asset for the company.  AIG would be wise to take advantage of today’s favorable market environment, to sell the...Read More

This morning was very exciting as one of the truly great value investors Edward Lampert appeared on CNBC to discuss the legacy of one of his mentor’s Richard Rainwater.  While it would have been wonderful to hear Lampert discuss Sears in more detail, the interview was very interesting and enjoyable, as all of the participants...Read More

Yahoo CEO Scott Thompson is making the tough decisions that must be made if efforts to turnaround Yahoo are going to be successful.  Yahoo is a company with excellent assets but no growth in their core businesses of display advertising and search.  I’m anxious to learn more about Thompson’s plan to more effectively grow revenues....Read More

At TTCM we have maintained that their are two ways to resolve the European crisis.  The first way is to abandon the Euro currency and allow struggling countries to depreciate their currencies as has been the model for a millenium, prior to the establishment of the Euro.  The second way is to adopt the same...Read More

Coty should be taken quite seriously from Avon and I think that if they raise the price to the high 20’s it’s possible a deal can get done.  They bring stronger management and an excellent track record in marketing and acquisitions.  I also wouldn’t be surprised to see another company enter the fray as Avon...Read More