Value Investing News

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.

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.

Great commentary by Todd Sullivan on the erosion of the Starbucks brand and their recent shift to Seattle's Best Coffee brand.

Seth Klarman's Baupost Group holdings on 12/31/2008 are revealed in this 13F filing.

Whitney Tilson and John Heins discuss 9 value oriented methods for finding stock investment opportunities.

Audio of Ackman's press conference

What's with all the SPAC's ?

What's with all the SPAC's ?

interesting stuff

Taking a look at some bargains I see floating around right now, from mechanical contractors to media.

Todd Sullivan reports on Seth Klarman's Baupost Group purchase of a 8.22% stake in Borders.

Could be good...

Could be good...

He is covering the short bets

Ackman has pushed for change in every investment, except at Sears