Value Investing News

Posted about two and a half weeks ago, but the thesis remains true. The three companies, K-Swiss, Sears Holding and Overstock.com are all illogiclly being pushed down well below liquidation value for Sears, below 1/3 of sales for Overstock and almost to 5x fcf for K-Swiss. All three of these companies have exceptional management and will stand the test of time, right now is the time to take advantage of Mr. Market crazy emotions.

• http://mikesnewsletterinvesting.blogspot.com/2008/01/wall-st-non-sense.html (0)