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.

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

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.

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.

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.

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

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

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

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.

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