BGP

Whitney Tilson (T2 Partners) files 13F for December 31st, 2009

(via www.rocketfinancial.com)

Tilson's Q4 portfolio has been filed. New positions include ATLS, JPM warrants, BKCC, BNCL, FNF, CMG, C, TCX, MSFT, SATS, WEN, KFT, MVC, PFCB, Y, FL, HEK, BGP, WINN, and DLIA.

Competing Against Mom and Pop

(via valuejournal-pl.blogspot.com)

This story briefly discusses the stocks of three firms that compete against small "mom and pop" companies. It discusses some of the advantages that large firms have over mom and pops and vis-versa.

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 valueplays.blogspot.com)

Could be good...

Todd Sullivan's - ValuePlays: Barnes and Noble (BKS) Earnings Call Notes

(via )

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