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Archive for December, 2011

Annus horribilis for fundamental value

Posted in Stocks on December 21, 2011 | 7 Comments »

No comment necessary:

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Pilgrimage to the spiritual home of value investing

Posted in Stocks on December 17, 2011 | Leave a Comment »

Monday is the last day to  register at the lowest available fare to this year’s Spring Value Investing Congress on May 6 and 7 in Omaha, NE, where Warren Buffett keeps alive the spiritual torch of value investing. (The Spring event was previously held in Pasadena, CA, but was moved because Charlie Munger no longer holds the Westco [...]

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Seven things value investors used to learn at Stanford Business School

Posted in Stocks, Value Investment, tagged on December 8, 2011 | 4 Comments »

A little while ago Portfolio ran this great Felix Salmon article about Chris Wyser-Pratte, a 1972 Stanford MBA grad who spent the next 23 years as an investment banker, and the seven principles he was taught at Stanford Business. When I read through them, I was struck by how timeless they are, and how readily applicable to [...]

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J Carlo Cannell and Steller’s Sea Cow

Posted in Activist Investors, Stocks, tagged , , on December 7, 2011 | 1 Comment »

J. Carlo Cannell runs Cannell Capital, the long/short activist investment firm he founded in 1992 with just $600,000 under management. Cannell’s ideas are as unconventional as the man himself – he’s a Princeton liberal arts major, then freelance journalist in Fiji – and he describes himself as a “fox, not a hedge hog” (referring, I guess, to [...]

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Icahn sets deadline for Commercial Metals Company (NYSE:CMC); Bids $15 per share

Posted in Activist Investors, Stocks, tagged , on December 6, 2011 | Leave a Comment »

Update: Icahn drops the hammer From the press release: ICAHN ENTERPRISES LP FOR IMMEDIATE RELEASE ICAHN ENTERPRISES HOLDINGS LP TO MAKE TENDER OFFER FOR ALL OF THE OUTSTANDING SHARES OF COMMERCIAL METALS COMPANY AT $15 PER SHARE CONTACT: SUSAN GORDON (212) 702-4309 NEW YORK, NEW YORK, DECEMBER 6, 2011 – Carl C. Icahn today announced that Icahn Enterprises Holdings [...]

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Action at Adams Golf Inc (NASDAQ:ADGF)

Posted in Activist Investors, Stocks, tagged , on December 5, 2011 | 1 Comment »

Here’s a great story from investor Jay Schembs about Adams Golf Inc (NASDAQ:ADGF), which will be familiar to anyone who has spent some time sifting through net net screens for the last few years. Jay has had a position in ADGF since late 2008. After sitting through one too many conference calls listening to platitudes from [...]

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Guest Post: Travis Dirks on ModusLink Global Solutions Inc (NasdaqGS:MLNK)

Posted in Activist Investors, Stocks, tagged , , on December 2, 2011 | Leave a Comment »

Dr. Travis Dirks has provided a guest post with important implications for activist and special situations investors. Travis is the Founder and CEO of Rotary Gallop, a company pioneering the application of Nobel-prize winning mathematics to the problem of acquiring, keeping and exercising corporate control. You can reach him at T@RotaryGallop.com —- To Fellow Greenbackd [...]

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Greenbackd is 3!

Posted in Stocks on December 1, 2011 | 4 Comments »

Thanks for all the support.

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