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Nightly (Value) Investment Links #38

... 13. Staying In The Game - Via Value Discipline 14. Video: Margin Calls & Market Sell Off - Via Todd Sullivan 15. Sears To Buy Back 14% Of Stock - Via Todd Sulivan 16. Video: Bill Fleckenstein - Via Todd Sullivan 17. Is Sears Squandering An Opportunity - Via Peridot Capitalist 18. RIP Doris Dungey: Collection Of Her Artices - Via Street Capitalist 19. Pimco Will...

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Borders: CEO Jones Not Responsible for Sins of the Previous Management

Todd Sullivan submits: I have respect for Jeff Matthews and link to his stuff often, but this time, he misses... Matthews writes : The poster child of poor capital management might just be Borders Group. (BGP) Borders, which runs one of our favorite book stores in the country (Union Square in San Francisco) is the now-beleaguered bookseller spun out of K-mart long ago in happier times....

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3 Videos With Value Investing Teacher: Francis Chou

Thanks to Todd Sullivan at Value Plays for posting these 3 videos! Francis Chou Background (Via Barel Karsan) Francis Chou is of a different background than the other value investors we’ve profiled here. He didn’t have a lot of money to invest, and didn’t have the chance to get a university education. As an immigrant to [...] Other Related Posts From Simoleon Sense: 2 Videos: Founder...

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Nighty (Value) Investment Links #37

... - Via Buy Value 17. The Success Effect - Via Value Discipline 18. Roubini Still Pessimistic - VIa Todd Sullivan 19. Francis Chou 2006-2008 Videos - Via Todd Sullivan 20. Value Idea: Junk Bonds - Via My Value Idea 21. Prem Watsa Talks About Ben Graham - Via Mispricing 22. And We Thought It Was Different This Time - Via Bootstrap Investing 23. Dividend Aristocrats Outperforming...

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Ackman's Intriguing Position in General Growth Properties

Todd Sullivan submits: Now, is it just a coincidence with the Target (TGT) situation ? Ackman now has a 12.5% total interest in General Growth Properties (GGP). From the SEC Filing: Item 5. Interest in Securities of the Issuer (a), (b) Based upon the Issuer’s quarterly report on 9/30/08 10-Q, 268,314,510 Common Shares were outstanding as of November 10, 2008. Based on the foregoing,...

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Initial Thoughts on Borders Q3 Results

Todd Sullivan submits: Borders Press Release First and foremost, the number one problem at Borders (BGP) is its debt. That is falling and has been doing so steadily since the beginning of the year. Second was cash flow / expenses, and those are also going in the right direction. Cash flow is up and Borders will exceed its stated cost saving by 17%. Complete Story »

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Video: In Depth Interview With Jim Rogers On Night Talk

This Video Appeared In Tonight’s Value Investment Links (Thanks Todd Sullivan) As you all know, I highly recommend reading and listening to Jim Rogers for an intelligent contrarian perspective on global finance. Watch Video Below Or Click Here(For Our Rss Suscribers) Other Related Posts From Simoleon Sense:Video Interview With Jim Rogers (From Norway)Video of George Soros On The [...]...