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Lampert Reports Sallie Mae Stake

By TS on Fri, 2008-05-16 07:51
(via valueplays.blogspot.com)

An amended SEC filing

First Marblehead Update

By Circle of Compe... on Sun, 2008-05-11 13:53
(via circleofcompetence.blogspot.com)

First Marblehead posted their FY3Q earnings, and they were not pretty, as I expected.  There are a few reasons to be optimistic at these prices, however, and I've outlined them below.

Michael Price Talks About Top Holding Sears Holdings

By Brian on Mon, 2007-12-17 13:13
(via www.fovinvesting.com)

Current Merger Arbitrage Situations

By streetcapitalist on Fri, 2007-11-16 19:07
(via streetcapitalist.com)

Because my mother isn’t here tonight, I’ll even confess to you that I have been an arbitrageur
-Warren Buffett

I've posted a couple of current merger arbitrage situations for investors to look at, at the moment. These could be a good place to park some cash, especially if you feel the risk/reward ratio is attractive.

First Marblehead Shouldn’t Be Jealous of Sallie

By vitaliy on Tue, 2007-06-05 23:35
(via contrarianedge.com)

Is First Marblehead at 9 times earnings a buy? I think so!

Following the Positions of the Top Value Hedge Funds

By WorldBeta on Tue, 2007-05-22 14:05
(via worldbeta.blogspot.com)

Following the great hedge funds such as Baupost, Greenlight, Tiger, and Okumus has led to high historical returns. A tracking portfolio of the top funds is up over 11% YTD.