An update on the painful declines my value portfolio has seen over the past month.

The painful performance numbers for the Fat Pitch Financials Value Portfolio. These value picks did not escape the market decline.

Here's my take on the Concord Camera liquidation announcement and the potential asset value that might be left in this company.

A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.

A review of the performance of the Fat Pitch Financials Portfolio for the first quarter of 2008.

The Fat Pitch Financials Portfolio held steady in February. I added a position in Premier Exhibitions (PRXI) and watched several positive developments in other positions. The portfolio continues to beat out the S&P 500.

This NCAV stock popular with deep value investors has attacked the attention of Everest Special Situation Fund, which has acquired a 5 percent stake in Concord Camera. The fund is pushing for changes. Will the asset value of this company be finally realized?

A look back at the performance of the Fat Pitch Financials Portfolio. My 12.22% return was pretty respectable given that the S&P 500 delivered less than half that. This post recaps my trades and current holdings.

Concord Camera stock may be an attractive purchase based on low P/B and net cash on books in excess of the market capitalization. An activist investor will do well in this issue

I’ve been doing more research on Lampert by looking through some old newspaper articles. I’ve gleaned the following by reading a few older articles on Eddie Lampert, specifically a 1995 Washington Post article.

Concord Camera (LENS) released its 2007 10-K this past week. LENS is still trading at below 2/3 of NCAV.

A look at the financials that make Concord Camera a net/net worth considering.

Bob Tattersall, of Howson Tattersall Investment Counsel, runs Benjamin Graham's net current asset value screen. The result is a rather short list. The article points out a few things to watch out for before investing in stocks that are selling for less than their net current asset value.

Excerpt: "It's slim pickings among the ranks, and we have not seen it this "bad" since our research began in this area several years ago."

Joseph Citarrella over at joecit.com gives his reasoning that despite a recent run-up in Concord's stock, it is trading well-below it's intrinsic value and may present a buying opportunity for 'stodgy value investors'.