Walter Schloss, one of Warren Buffett’s Superinvestors of Graham-and-Doddsville, has died at 95. Says Bloomberg: From 1955 to 2002, by Schloss’s estimate, his investments returned 16 percent annually on average after fees, compared with 10 percent for the Standard & Poor’s 500 Index. His firm, Walter J. Schloss Associates, became a partnership, Walter & Edwin [...]
Archive for the ‘Stocks’ Category
Vale “Superinvestor” Walter Schloss
Posted in Liquidation Value, Stocks, tagged Walter Schloss on February 20, 2012 | Leave a Comment »
Annus horribilis for fundamental value
Posted in Stocks on December 21, 2011 | 7 Comments »
No comment necessary:
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 [...]
Seven things value investors used to learn at Stanford Business School
Posted in Stocks, Value Investment, tagged Chris Wyser-Pratte 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 [...]
J Carlo Cannell and Steller’s Sea Cow
Posted in Activist Investors, Stocks, tagged Cannell Capital, J. Carlo Cannell, Value Investing Congress 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 [...]
Icahn sets deadline for Commercial Metals Company (NYSE:CMC); Bids $15 per share
Posted in Activist Investors, Stocks, tagged Activism, Carl Icahn 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 [...]
Action at Adams Golf Inc (NASDAQ:ADGF)
Posted in Activist Investors, Stocks, tagged Adams Golf Inc (NASDAQ:ADGF), Jay Schembs 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 [...]
Guest Post: Travis Dirks on ModusLink Global Solutions Inc (NasdaqGS:MLNK)
Posted in Activist Investors, Stocks, tagged Activist investing, Rotary Gallop, Travis Dirks 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 [...]
Greenbackd is 3!
Posted in Stocks on December 1, 2011 | 4 Comments »
Thanks for all the support.
Icahn bids for Commercial Metals Company (NYSE:CMC)
Posted in Stocks on November 28, 2011 | 2 Comments »
Carl Icahn submitted a bid today for Commercial Metals Company (NYSE:CMC), a manufacturer and recycler of steel and metal products in the United States and internationally. Icahn submitted the bid by letter (set out below), which prompted an odd response from CMC management (also set out below). Icahn’s final response (set out last) to CMC’s press release is vintage [...]
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