BGP
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: Tilson's T2 Files 13F, More Sears, More Borders, Less Berkshire
(via valueplays.blogspot.com)
interesting stuff
A Couple of Bargains : Circle of Competence
(via www.circleofcompetenceblog.com)
Taking a look at some bargains I see floating around right now, from mechanical contractors to media.
Seth Klarman Buys Borders
(via valueplays.blogspot.com)
Todd Sullivan reports on Seth Klarman's Baupost Group purchase of a 8.22% stake in Borders.
Todd Sullivan's - ValuePlays: Barnes and Noble (BKS) Earnings Call Notes
(via valueplays.blogspot.com)
Could be good...
Ackman Buys More Sears, No Longer Short Ambac
(via valueplays.blogspot.com)
He is covering the short bets
Ackman Active, Except at Sears
(via valueplays.blogspot.com)
Ackman has pushed for change in every investment, except at Sears
Borders Earnings Call Notes
(via valueplays.blogspot.com)
Painless cost cutting could yield surprising results
Borders explores sale, suspends dividend
(via biz.yahoo.com)
NEW YORK/ATLANTA (Reuters) - Book retailer Borders Group Inc (NYSE:BGP - News) on Thursday suspended its quarterly dividend and said it may sell itself, sending its shares down as much as 44 percent to a new low.
Turnaround situations seldom turn around
Borders New Concept: "Excellent"
(via valueplays.blogspot.com)
Borders just may have a big hit on its hands
The Case for Borders
(via valueplays.blogspot.com)
Excerpt: "Currently trading at ~$15.50, we believe BGP is worth at least $30/share with scenarios that could make it worth $35-45/share over time. Importantly, our view is in no way predicated on a merger or sale of BGP."
