October 3, 2012
Fund Manager Daniel Loeb sees the same opportunity in AIG that we do at TTCM, and Fairholme Funds led by Bruce Berkowitz does as well. This is a unique franchise trading at an absurdly low valuation based on a horrible recent history, in which the problems were primarily caused by one unit. Robert Benmosche has...
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This discussion spearheaded by Mark Cuban and Leon Cooperman regarding high frequency trading is exceptional. Cooperman and Cuban are so right on in this argument that in the words of Charlie Munger “I have nothing to add.” INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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While many companies that were the leaders of the clean energy hysteria have dropped off, Warren Buffett and Berkshire Hathaway’s subsidiary MidAmerican Energy Holdings has been doubling down through the acquisition of wind farm projects. Low-cost natural gas that is extremely abundant has radically transformed the energy industry, but sources such as wind are likely...
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This was an absolutely fascinating interview with Bill Ackman and Sam Zell discussing GGP. Ackman’s investment in GGP has been nothing short of extraordinary and Sam Zell is one of the best in real estate. Their dialogue concerning whether Brookfield Asset Management (BAM) has control of GGP or not is really compelling. Ackman is pretty...
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The big news today was the Deutsche Telekom (DT) is considering buying MetroPCS (PCS) to merge it its T-Mobile division. While I do believe that T-Mobile needs to do something as does MetroPCS, I’m not positive this is the best fit. Because the companies use different technologies, the conversion to one network can be more...
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Today David Einhorn spoke at the Value Investing Congress. In his presentation he made a bullish case for General Motors (GM). This is a company that we at T&T Capital Management (TTCM) have been very bullish about, and we feel that it is misunderstood coming out of bankruptcy. GM has much lower production costs now...
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