BGP
The Destruction of the Starbucks Brand
(via valueplays.blogspot.com)
Great commentary by Todd Sullivan on the erosion of the Starbucks brand and their recent shift to Seattle's Best Coffee brand.
Baupost Group 12/31/2008 13F
(via www.sec.gov)
Seth Klarman's Baupost Group holdings on 12/31/2008 are revealed in this 13F filing.
9 Ways to Make Money
(via www.kiplinger.com)
Whitney Tilson and John Heins discuss 9 value oriented methods for finding stock investment opportunities.
Todd Sullivan's - ValuePlays: @VIC Bill Ackman Press Conference
(via valueplays.blogspot.com)
Audio of Ackman's press conference
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: Seth Klarman Increases Borders Stake and Invests Heavily in SPAC's
(via )
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 )
Could be good...
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 New Concept Store (Video)
(via valueplays.blogspot.com)
Here is what it looks like
Borders Delays 10-K
(via valueplays.blogspot.com)
Some scenario's involving the recent announcement
