TS's story links
Todd Sullivan's - ValuePlays: Dan Loeb of Third Point Q2 Letter
(via valueplays.blogspot.com)
The SEC has it backwards
Todd Sullivan's - ValuePlays: AutoNation, Sears and AutoZone Getting Closer
(via valueplays.blogspot.com)
imagine?
Todd Sullivan's - ValuePlays: Seth Klarman Increases Borders Stake and Invests Heavily in SPAC's
(via )
What's with all the SPAC's ?
Todd Sullivan's - ValuePlays: Seth Klarman Increases Borders Stake and Invests Heavily in SPAC's
(via valueplays.blogspot.com)
What's with all the SPAC's ?
Todd Sullivan's - ValuePlays: David Einhorn on "Value at Risk" (PDF)
(via valueplays.blogspot.com)
this is fascinating
Todd Sullivan's - ValuePlays: Tilson's T2 Files 13F, More Sears, More Borders, Less Berkshire
(via valueplays.blogspot.com)
interesting stuff
Todd Sullivan's - ValuePlays: Nice Payday for Bill Ackman's Pershing Square
(via valueplays.blogspot.com)
wow
Todd Sullivan's - ValuePlays: Sears Bankruptcy? Really? Let's Just Look Closer
(via valueplays.blogspot.com)
some things are just silly
Todd Sullivan's - ValuePlays: Leucadia 10-Q: Pershing Losses Swell
(via valueplays.blogspot.com)
Given Ackman's "credit thesis" that was correct, his then foray into retailers is odd
Todd Sullivan's - ValuePlays: Davis Funds Files 13D/A in Harley Davidson
(via valueplays.blogspot.com)
Up past 10%
Todd Sullivan's - ValuePlays: Fairholme Files 13G in Sears Holdings, Increases Ownership
(via valueplays.blogspot.com)
Berkowitz is loading up
Todd Sullivan's - ValuePlays: AutoNation 10-Q
(via valueplays.blogspot.com)
always great little factoids in these reports
Todd Sullivan's - ValuePlays: Whole Foods: "Shoppers Will Return When Economy Turns"
(via valueplays.blogspot.com)
Mackey is dreaming
Todd Sullivan's - ValuePlays: Third Avenue Files 13D/A in Bronco Drilling
(via valueplays.blogspot.com)
Whitman opposes merger
