SHLD
The Stock Screen - Q3 2008
(via www.thestockscreen.com)
A good list of stocks for further consideration by value investors.
Looking at the Q3 Portfolios of Bruce Berkowitz, Robert Rodriguez and Mohnish Pabrai
(via enlightened-american.com)
Digging into the portfolios of Berkowitz's Fairholme, Rodriguez's FPA and Mohnish Pabrai.
Why Bill Ackman Sold Sears
(via wallstreetsfinest.blogspot.com)
Yesterday's 13F revealed that Bill Ackman sold most of his shares in Sears Holdings. Many of you may be wondering why. Fortunately, an article in Bloomberg sheds some light:
Sears Holdings, ESL Investments & Mr. Eddie Lampert
(via stockmanmarc.blogspot.com)
Sears Holdings and what lies beneath the surface of the company. Its much more than one thinks...
the Dhando Investor: Mohnish Pabrai
(via stockmanmarc.blogspot.com)
A brief description of Mohnish Pabrai known as the Dhando Investor...
Lampert Buying More AutoZone
(via valueplays.blogspot.com)
Lampert and ESL Investments added another 165k shares in AutoZone (AZO).
Todd Sullivan's - ValuePlays: @VIC Bill Ackman Press Conference
(via valueplays.blogspot.com)
Audio of Ackman's press conference
These 4 Stocks Will Suffer as Spending Dives
(via www.contrarianprofits.com)
Consumer spending was flat in the US in August. Adam Lass says this zero means more than the much-hyped $700 billion figure currently grabbing the headlines. The bottom line is consumers are running scared, and that is bad news for retailers and manufacturers.
SHLD float, short interest and options analysis
(via www.concentratedvalue.com)
A look at the unusual short interest and option chains associated with Sears Holdings.
Street Yells Sell! As Lampert Buys Back 4% of Sears
(via www.circleofcompetenceblog.com)
While the press yells sell, Eddie Lampert bought back 4% of Sears in 3 months.
Todd Sullivan's - ValuePlays: AutoNation, Sears and AutoZone Getting Closer
(via valueplays.blogspot.com)
imagine?
Concentrated Risk: Pabrai and Pinnacle Airlines : Circle of Competence
(via www.circleofcompetenceblog.com)
A little look at what might have happened with Pinnacle Airlines and why Mohnish Pabrai might be selling his position.
Todd Sullivan's - ValuePlays: Tilson's T2 Files 13F, More Sears, More Borders, Less Berkshire
(via valueplays.blogspot.com)
interesting stuff
Todd Sullivan's - ValuePlays: Sears Bankruptcy? Really? Let's Just Look Closer
(via valueplays.blogspot.com)
some things are just silly
Todd Sullivan's - ValuePlays: Fairholme Files 13G in Sears Holdings, Increases Ownership
(via valueplays.blogspot.com)
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