Value Investing News

Blockbuster Inc.(NYSE: BBI) is scheduled to release its fiscal fourth-quarter 2009 financial results for the period ending January 3, 2010 after the closing bell on Wednesday, February 24, 2010.

It is the world’s largest retailer of video game products and PC entertainment software. Yet a little something something may be needed to coax investors into the stock.

We look at Blockbuster's bank debt which we think offers investors a substantial return with little downside risk.

Third Avenue's Q1 portfolio has been filed. New or increased positions include CVA, KIM, AGO, COP, WY, BBI, MBI, LUK, ITG, etc.

The movie-rental business is in the middle of a digital revolution. Internet-enabled TVs will allow direct downloading of movies. And industry leaders are battling to snap up a potentially huge long-term revenue stream. Andrew Snyder says investors should look to the firms like TiVo (NASDAQ:TIVO) and Sonic Solutions (NASDAQ:SNIC), who sell the technology to make this all happen.

Discusses a table that shows how much value some of the leading Australian infrastructure companies have lost relative to their Net tangible Asset value.

Value Discipline hosts the fifth weekly edition of the Festival of Stocks. Posts include discussions of Blockbuster (BBI), iPass (IPAS), Estee Lauder (EL), and Factory Card and Party Outlet (FCPO) among others. The Festival also includes a review of Christopher Browne's new book, "The Little Book of Value Investing".