Follow the link below to read TTCM’s latest research report on JPMorgan: Maybe The Sky Isn’t Falling For The Big Banks. Please enjoy reading! JPMorgan: Maybe The Sky Isn’t Falling For The Big Banks  Read More

Today, Assured Guaranty announced its acquisition of fellow bond insurer CIFG.  This is now the 3rd acquisition AGO has made of another bond insurance company.  The others, which were FSA and Radian Asset, have been very successful thus far.  While this acquisition is a bit smaller, it looks very safe and should add a nice...Read More

Here is Tim Travis’ research report on Research in Motion (RIMM) on Dec 21st 2012.   http://seekingalpha.com/article/1077471-rim-recent-rally-has-eroded-margin-of-safety-significantlyRead More

Here is Tim Travis’ research report on Research in Motion (RIMM) on March 26rd 2012. http://seekingalpha.com/article/457561-research-in-motions-stock-price-provides-a-margin-of-safety-and-upsideRead More

Below is an excellent interview with Donald Yacktman of Yacktman Asset Management Co.  His long-term approach to money management is an excellent example for any investor, and his thoughts on stocks such as Hewlett Packard (HPQ) and Research in Motion (RIMM) are worth reading.  Enjoy! http://www.gurufocus.com/news/187901/donald-yacktman-interview-with-gurufocus INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE...Read More

Fairfax Financial CEO Prem Watsa doubled down on his investment in Research in Motion (RIMM).  Now he owns 9.9% of the company.  Very few investors can compete with Watsa’s astounding investment track record and this investment in RIMM is substantial.  I do not believe he would make this bet just believing the company is likely...Read More

This is an excellent account of the fall of Research in Motion (RIMM).  Even though the company has executed very poorly I believe the intrinsic value of the stock is quite a bit higher than the current price.  There is a wide range of potential outcomes so I wouldn’t make it a large concentrated positions,...Read More

These notes are great and I thought both Prem Watsa and Francis Chou’s comments on RIMM were extremely interesting.  Also if the U.S. banks weren’t so cheap Bank or Ireland would be among the first European banks that I’d be taking a look at. http://www.gurufocus.com/news/178463/the-latest-comment-on-rimm-by-prem-watsa INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT...Read More

There is no doubt that RIMM has really dug a hole for itself with the huge lag between new products.  Blackberry 10 must hit it big or the company will likely be sold.  I still believe the company makes a lot of sense for a buyer such as a Microsoft who could expand their mobile...Read More

Barnes & Noble Inc. (BKS) and its Nook product became a lot more viable this morning, after Microsoft invested $300 MM into a subsidiary holding the Nook college books business.  The implied valuation of the entity is $2 billion.  I don’t think that the Nook would have lasted without a company with more clout and...Read More