LTD
A Love Affair With Unloved Stocks
We try to buy businesses at big discounts to what they're worth, focusing mostly on out-of-favor or forgotten stocks, the ones nobody wants until they start going up," Mark Boyar explains. Once described as "the most patient man on Wall Street," Mr. Boyar has outperformed the S&P 500 during the past decade with a compounded annual growth of better than 2-to-1 (roughly 11.9%, versus 5.3%).
Learning From Eddie Lampert
I’ve been doing more research on Lampert by looking through some old newspaper articles. I’ve gleaned the following by reading a few older articles on Eddie Lampert, specifically a 1995 Washington Post article.
Retail Same-Store Sales Roundup
I know some value investors stay away from the finicky retail sector, but superinvestor Peter Lynch made a killing there and this a nice complilation of retail same store sales vs. analyst estimates.
Several of these companies have been at attractive valuations in the past year or so. Hopefully this is of interest to you.

