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Merger Arbitrage, Anyone?
I know some of the readership had at onetime, invested in Realogy. Here is a potential merger arbitrage situation envolving them.
Fat Pitch Financials Portfolio 2006 Performance
The Fat Pitch Portfolio returned 19.75% in 2006 versus 15.23% for the S&P 500. Get the details on this value investor's portfolio.
Realogy Bought Out, Stock Sold
Realogy was just bought out by the private equity firm, Apollo Management, for $6.65 billion. Investors in this spinoff have earned a nice 25% return in under five months.
Fat Pitch Financials Portfolio Performance Update
The Fat Pitch Financials Portfolio has returned 23.41% since inception (Sept. 21, 2004) at an annualized rate of return of 10.01%. Review the trades of this model portfolio focused on purchasing stocks of wide moat companies trading at prices that provide a significant margin of safety.
20 Questions for George of Fat Pitch Financials
George answers Gannon On Investing's 20 Questions. In other words, a revealing interview with George of Fat Pitch Financials about investing, investment books, blogging, and special situations.
Barron's Summary for October 9th
A summary of the October 9th Barron's. This edition includes interesting articles on Western Union, Sotheby's, and the networking sector.
Realogy Real Cheap?
I analyzed the various operating parts of Realogy on my blog.

