Whitney Tilson on Sears (video)
Read the full article at: http://valueplays.blogspot.com/2008/02/whitney-tilson-on-fox-biz-talks-about.html
Submitted by TS on Mon, 2008-02-25 11:03.
(via valueplays.blogspot.com)
Whitney says the "break up " value is $250 a share
I just hope everyone doesn't
I just hope everyone doesn't have a bad case of goupthink on sears. I don't really care how smart Lampert is, Sears Holdings its still a failing business and until it starts getting some positive cash flow its still a dicey one.
No Sears in the Fat Pitch
No Sears in the Fat Pitch Financials Port since it has no moat. Buffett has noted that when a good management meets a bad business, it is the reputation of the business that generally prevails.
George, Sears may not have
George, Sears may not have a moat in the traditional sense (ie. USG has a pretty large moat on Sheetrock products, Walmart has a moat on its economy of scale )but is it possible that they have a moat in their land holdings. I know that this is a fairly common argument among Sears shareholders, in other words, that Sears holds 1/5 of the mall space in America but that is fairly large for one retailer. hmmm....I guess i'm just stuck between its assets and its "failing" business.
SHLD is not a DCF stock, it
SHLD is not a DCF stock, it is an asset play, both land and brand values.
http://www.contrarianvalueinvesting.com/