Value Investing News

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.

Tilson's Q3 portfolio has been filed. New positions include KFT, FFH, OCN, COF puts, SPG puts, BKS, XOM, DOW puts, GHQ, XLF puts, PETM, CSWC, DJCO, and FL.

Based on the fundamentals discussed here, BKS seems to be a compelling value play.

It is the world’s largest retailer of video game products and PC entertainment software. Yet a little something something may be needed to coax investors into the stock.

While everyone would agree it makes a lot of sense to prepare one’s portfolio for mistakes, bad luck or cyclically difficult times, most investors devote too little attention to risk management...

Audio of Ackman's press conference

Whitney Tilson discusses how it is a great time for value investors. He discusses his short position in Apple and Berkshire Hathaway's position in Constellation Energy Group. He also explains why he thinks Target and Barnes & Noble are a buy.

Could be good...

Could be good...

He is covering the short bets

Barron's covers Jones Apparel Group, Agilent Technologies, Newmont Mining, Integrated Device Technology, book store buyouts, and more this week.