CMG

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.

T2 Partners (Whitney Tilson) files 13F for June 30th, 2009

(via www.rocketfinancial.com)

T2's Q2 portfolio has been filed. New positions include PFE, FLIC, Y, NOC, DWA, GLD, JAVA, CMG, and LIA.

McDonald's Corporation - A Wax Ink Raw Value Report

(via waxink.blogspot.com)

We’ve heard bullsh_t in our day, but never has it been so eloquently presented. It is statements like that which lead us to believe, that management is not only clueless about the world economy, but clueless about the company’s place within that world economy.

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

(via www.rocketfinancial.com)

T2 Partners' Q1 portfolio has been filed. New or increased positions include WFC, GE, GGP, MSFT, COST, LH, SCC, CMG, AAPL, YHOO, AB, DPZ, ALD, MBI, etc.

What’s Chipotle trying to pull here?

(via www.footnoted.org)

Normally, anything filed late on a Friday means that a company is trying to bury something pretty juicy. That’s doubly true when that late Friday filing happens before a holiday weekend when the markets are closed. So you can imagine my surprise to see this 8K filed by Chipotle (CMG) at 5:27 pm on Friday afternoon.

Looking Back At Two Years

(via www.sinletter.com)

Reflecting upon two years of learning, wins and losses, blogging and operating an investment website.

The Chipotle Mispricing Persists

(via berkshireruminations.blogspot.com)

The stocks of Chipotle Mexican Grill are both down today on an analyst downgrade, which is fine. The company’s price has certainly been bid up. What continues to amaze me, though, is the lack of attention to the very obvious mispricing that exists between the company’s class A and class B shares. For one thing, oftentimes the B shares aren’t even mentioned, or reports will just make referenc

Paying for Growth: The Value Investor's Quandary

(via berkshireruminations.blogspot.com)

Andy Kern, a Berkshire disciple, talks about the quandary between value and growth.

Profit With Split-Offs

(via www.fatpitchfinancials.com)

Great post talking about the differences between a split-offs and spin-offs. These offer some of the same benefits as spin-offs but are sometimes more advantageous for the little guy than it is for larger investors.

I'm not sure if it bad form to link to this before George has, but it has been posted for several hours and I didn't want anyone to miss their Sunday night reading.

Profting From Special Situations

(via www.sinletter.com)

According to academic research, special situations like stock splits, special dividends and spin-offs could provide fertile hunting grounds for investors.