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Archive for the ‘About’ Category

Buffetts next door: VOD and RDI

Posted in About, Value Investment, tagged , on October 21, 2010 | 3 Comments »

Matt Schifrin’s Forbes ”Buffetts next door” blog shines the spotlight on Tim Eriksen, one of Marketocracy’s best stock pickers (see his track record). Eriksen identifies a few stocks that I hold, and for the same reasons: Vodafone (VOD). Vodafone is one of the world’s largest mobile communications providers in the world.  Vodafone owns 45% of Verizon Wireless, which it [...]

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Fortune as Pershing Square activist target

Posted in About, Activist Investors, Pershing Square Capital Management, Stocks, Value Investment, William A. Ackman, tagged on October 20, 2010 | 2 Comments »

Bill Ackman’s Pershing Square Capital Management has opened up an 11% stake in Fortune Brands, Inc. (NYSE:FO). The 13D filed 4 October doesn’t disclose much about the position, but the NYTimes has a great REUTERS BREAKINGVIEWS article Fortune’s Links discussing the position: After a round of golf with his Titleist clubs, a guy pops into the clubhouse for [...]

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The dumbest net net stock Warren Buffett ever bought

Posted in About, Greenbackd, Net Current Asset Value, Net Net Stocks, Net Quick Stocks, Net Quick Value, Warren Buffett, tagged , on October 19, 2010 | 1 Comment »

This is an oldie, but a goodie (via CNN). The travails of buying net nets, as told by the master’s apprentice: Warren Buffett says Berkshire Hathaway is the “dumbest” stock he ever bought. He calls his 1964 decision to buy the textile company a $200 billion dollar blunder, sparked by a spiteful urge to retaliate [...]

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Guest post: Voting Power in the Activist’s Hands

Posted in About, Activist Investors, Catalysts, Stocks, tagged , , on October 18, 2010 | 1 Comment »

Travis Dirks has provided a guest post on the voting power of differently sized shareholdings, which has important implications for activist investors seeking to impose their influence on a management. Travis is an expert in Nanotechnology, and received his Ph.D. from the world’s leading institution for the study of condensed matter physics, University of Illinois [...]

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LCV Capital Management and Raging Capital Management activist campaign for ModusLink Global Solutions(TM) Inc (NASDAQ:MLNK) hots up

Posted in About, Activist Investors, Share buy-backs, Stocks, Value Investment, tagged , , on October 8, 2010 | Leave a Comment »

LCV Capital Management and Raging Capital Management are running an activist campaign against ModusLink Global Solutions(TM) Inc (NASDAQ:MLNK) calling on MLNK to immediately implement a $50 to $75M share repurchase program and align executive compensation with performance. The two fund managers, calling themselves “The ModusLink Full Value Committee,” say that the full potential of MLNK [...]

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Venture capitalists, value investing and Facebook

Posted in About, Stocks, Value Investment, tagged , on October 7, 2010 | 3 Comments »

Fortune has an article asking whether VCs can be value investors: After all, the philosophy of value investing, in theory, should cut across all asset classes and managers. The precepts and principals therefore should apply to the venture capital business as well. Sadly, they don’t. Jeffrey Bussgang, the author, identifies the problem as an inability [...]

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Blue Horseshoe loves Sara Lee (SLE)?

Posted in Activist Investors, Liquidation, Stocks, tagged on October 6, 2010 | 1 Comment »

FT.com’s Lex has an article (Sara Lee in play) on a possible bid for the food conglomerate Sara Lee (NYSE:SLE) by the old barbarians at the gates, Kohlberg Kravis Roberts: Of course, a bid now might be opportunistic. Sara Lee has been without the architect of its restructuring since chief executive Brenda Barnes retired due [...]

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Distressed Debt Investing on Visteon (VSTOV)

Posted in About, Stocks, tagged , on October 5, 2010 | Leave a Comment »

The inimitable Distressed Debt Investing has another great analysis of Visteon (see my post archive here). Hunter says: In my 8 years on the buy side, in distressed and high yield land, I have never seen a more consensus long than Visteon’s when issued equity. Simply put, Visteon’s equity to distressed funds is like Apple [...]

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Longterm on Seahawk (HAWK)

Posted in About, Liquidation Value, Stocks, Value Investment, tagged on October 4, 2010 | 1 Comment »

Longterm Investing has a series of posts examining several scenarios in Seahawk (HAWK) following the recent conference call (see my post archive for the background). In particular, Neil has examined the effect of CEO Randy Stilley’s proposal to take on debt to buy rigs, rather than buyback stock. Here’s the analysis: It’s important to understand [...]

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Andrew Shapiro: High conviction on Reading International (RDI)

Posted in About, Activist Investors, Lawndale Capital Management, Reading International Inc (NASDAQ:RDI), Stocks, tagged , on October 1, 2010 | 6 Comments »

Andrew Shapiro has talked to Seeking Alpha’s Jason Aycock about his single highest-conviction position, Reading International (RDI) (See the RDI post archive): If you could only hold one stock position in your portfolio (long or short), what would it be? Our best risk/reward idea is Reading International (RDI), an internationally diversified movie exhibitor, with a [...]

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