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BGP

Todd Sullivan's - ValuePlays: Seth Klarman Increases Borders Stake and Invests Heavily in SPAC's

(via )

What's with all the SPAC's ?

Submitted by TS on Thu, 2008-08-21 23:17. | Tags:
  • Commentary
  • BGP
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  • More info
  • 0 points

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 ?

Submitted by TS on Thu, 2008-08-21 23:17. | Tags:
  • Commentary
  • BGP
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  • More info
  • 3 points

Todd Sullivan's - ValuePlays: Tilson's T2 Files 13F, More Sears, More Borders, Less Berkshire

(via valueplays.blogspot.com)

interesting stuff

Submitted by TS on Tue, 2008-08-12 22:05. | Tags:
  • Commentary
  • AXP
  • BGP
  • BRK.b
  • SHLD
  • TGT
  • Login or register to post comments
  • More info
  • 1 point

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.

Submitted by Circle of Compe... on Wed, 2008-08-06 15:45. | Tags:
  • AXP
  • BGP
  • CCU
  • iac
  • KSW
  • ODP
  • plus
  • PRS
  • SHLD
  • SNS
  • WEST
  • Login or register to post comments
  • More info
  • 7 points

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.

Submitted by George on Fri, 2008-05-30 13:56. | Tags:
  • Superinvestors
  • BGP
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  • 4 points

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

(via )

Could be good...

Submitted by TS on Thu, 2008-05-22 20:05. | Tags:
  • Commentary
  • BGP
  • BKS
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  • 1 point

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

(via valueplays.blogspot.com)

Could be good...

Submitted by TS on Thu, 2008-05-22 20:05. | Tags:
  • Commentary
  • BGP
  • BKS
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  • -2 points

Ackman Buys More Sears, No Longer Short Ambac

(via valueplays.blogspot.com)

He is covering the short bets

Submitted by TS on Thu, 2008-05-15 11:41. | Tags:
  • Commentary
  • ABK
  • BGP
  • BKS
  • MBI
  • SHLD
  • TGT
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  • 1 point

Ackman Active, Except at Sears

(via valueplays.blogspot.com)

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

Submitted by TS on Tue, 2008-05-06 17:26. | Tags:
  • Commentary
  • BGP
  • SHLD
  • TGT
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  • More info
  • 3 points

Borders New Concept Store (Video)

(via valueplays.blogspot.com)

Here is what it looks like

Submitted by TS on Fri, 2008-04-04 10:28. | Tags:
  • Commentary
  • BGP
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  • 1 point

Borders Delays 10-K

(via valueplays.blogspot.com)

Some scenario's involving the recent announcement

Submitted by TS on Fri, 2008-04-04 10:27. | Tags:
  • Commentary
  • BGP
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  • 0 points

Borders Earnings Call Notes

(via valueplays.blogspot.com)

Painless cost cutting could yield surprising results

Submitted by TS on Wed, 2008-03-26 15:56. | Tags:
  • Commentary
  • BGP
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  • 1 point

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

Submitted by kenkid on Thu, 2008-03-20 23:47. | Tags:
  • Commentary
  • BGP
  • 1 comment
  • More info
  • 5 points

Borders New Concept: "Excellent"

(via valueplays.blogspot.com)

Borders just may have a big hit on its hands

Submitted by TS on Fri, 2008-02-15 20:46. | Tags:
  • Commentary
  • AMZN
  • BGP
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  • 3 points

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."

Submitted by Nick on Tue, 2008-01-29 02:36. | Tags:
  • Stock Analysis
  • BGP
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  • More info
  • 2 points

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