Greenlight Capital Reinsurance (GLRE): Bright Performance and FuturePosted on 02/27/2014 in Equity Report tagged Einhorn, GLRE, insurance, reinsurance, value investing Greenlight Capital Re’s Bright Performance and Future We have been Read more … Finding Value in Leucadia National (LUK) as a “Mini Berkshire”Posted on 01/07/2014 in Equity Report tagged berkshire, LUK, value investing, warren buffett This is a report on Leucadia National Corp (LUK) Read more … Berkshire Hathaway’s Newspaper Investments Part IPosted on 06/18/2013 in Investment Ideas tagged berkshire, buffett, newspaper, turnaround, value investing We have been analyzing and evaluating the newspaper companies that Read more … Berkshire Hathaway Is Still Undervalued By 20-25 PercentPosted on 06/18/2013 in Investment Ideas tagged berkshire, buffett, value investing We don’t see Warren Buffett, Todd Combs and Ted Wechsler Read more … Coach Is Still An Undervalued Blue Chip FirmPosted on 06/18/2013 in Investment Ideas tagged dividend, retail, value investing Coach (COH) is a leading U.S. marketer of premium handbag Read more … Supervalu: Lessons Learned As A Value InvestorPosted on 06/18/2013 in Investment Ideas tagged grocers, retail, value investing Although our May 2012 investment in Supervalu (SVU) was able Read more … Scripps Networks Interactive: Strong Growth And Valuable Media AssetsPosted on 04/07/2013 in Equity Report, Investment Ideas tagged dividend, media, value, value investing We recommend Scripps Networks Interactive (SNI) as an Accumulate with a Fair Read more … Select Comfort Is Undervalued And OversoldPosted on 04/07/2013 in Investment Ideas tagged earnings, value, value investing 4Q12 Disappointed, Further Challenges in 1Q13; Expect Long-Term Benefit from Read more … Will Cintas’s Recent Revenue Growth Result In Future EPS Growth?Posted on 03/26/2013 in Investment Ideas tagged consumer staples, staples, value investing We entered into a long position in Cintas (CTAS) in Read more … Coach Inc. Is An Undervalued, High Quality Blue Chip CompanyPosted on 03/05/2013 in Investment Ideas tagged dividends, retail, turnaround, value investing Coach is a leading U.S. marketer of premium handbag and Read more … Is Xerox A Value Trap For Investors?Posted on 12/18/2012 in Investment Ideas tagged Einhorn, hardware, IT Services, special situations, turnaround, value investing, value trap We have been following Xerox Corporation (XRX) since the middle Read more … Evaluating The Prospects Of An Ackman-Led Sale Of General Growth PropertiesPosted on 11/14/2012 in Investment Ideas tagged ackman, real estate, reits, value investing We published our evaluation of Bill Ackman’s demands for General Growth Properties Read more … Ford: Berkshire Hathaway Likes Government Motors, We Like Ford InsteadPosted on 05/31/2012 in Commentary, Investment Ideas tagged autos, buffet, value investing We read Berkshire Hathaway’s (BRK.A) recent 13-F filing that Berkshire had purchased Read more …
Ford: Berkshire Hathaway Likes Government Motors, We Like Ford Instead
We read Berkshire Hathaway’s (BRK.A) recent 13-F filing that Berkshire had purchased Read more …