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Buying a moat
The opportunity to buy a great business at an overly pessimistic price comes along rarely. American Express is one of those businesses and today irrational investors ran from the company driving the price down.
Magic Formula Weekly Roundup 10/11
Weekly roundup of stocks moving in and out of the Magic Formula Investing screen.
Getting Ready To Strangle ICICI Bank
A neutral strategy to take advantage of the recent run on India's largest private bank ICICI (IBN).
Get Ready for a Big Bear Market Bounce
Eric Roseman says the doom and gloom is overdone. He says “heavily oversold and stocks are going to post at least a big bear market bounce at any time.”
J. Cristoph Amberger Says Buy Ford, Alon, GE, GM and GM Now
Today, the Dow dropped below 8,000 for the first time since March 2003. This is great news for investors, says J. Cristoph Amberger. “History has proven time and time again that the seeds of wealth are sown during market crises… by buying good companies at crash valuations.”
Share-Based Compensation
Share based compensation is intended to align employees' interests with those of the existing shareholders, but it doesn't always work out this way.
Todd Sullivan's - ValuePlays: @VIC Bill Ackman Press Conference
Audio of Ackman's press conference
Why You Need to Worry about Planned 401(k) Reform
It is in exactly times like these that Washingtion likes to pass under-the-radar legislation. Dave Gonigam says some ideas floated at a Congressional hearing on 401(k) and pension plans should sound alarm bells among investors. This form The Daily Reckoning’s Desidooru Saloon blog…
Value Stock Market CRASH Report
A cocktail of credit market laxatives is working its way into a constipated world economy. Relief is on the way. Today's prices may well be looked at as the lowest of the next ten years! Here's a list of things to think about or to do while Investment Grade Value Stock prices are at ten-year lows:
Wells Fargo Wins Battle for Wachovia
The battle between Wells Fargo and Citigroup over Wachovia appears to have come to an end today with Wells Fargo as the winner. This post includes 2 images showing the bank branch coverage that will result from the merger.
Value Investments Gone Wrong?
Ford and GM own some of the best consumer brands around...could they have represented value investments that just went wrong?
Seth Klarman Was Buying This Week
Seth Klarman's Baupost Group has acquired 6.1 million or 11.7% of Breitburn Energy Partners LP (BBEP).
3 Assets You Need to Own Now: Gold, Cash and Reverse ETFs
Eric Roseman says the Fed will eventually triumph over deflation with by a massive expansion of credit.

