BGP

Whitney Tilson (T2 Partners) files 13F for December 31st, 2009

(via www.rocketfinancial.com)

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.

Competing Against Mom and Pop

(via valuejournal-pl.blogspot.com)

This story briefly discusses the stocks of three firms that compete against small "mom and pop" companies. It discusses some of the advantages that large firms have over mom and pops and vis-versa.