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Whitney Tilson on Sears (video)

By TS on Mon, 2008-02-25 11:03
(via valueplays.blogspot.com)

Whitney says the "break up " value is $250 a share

alexg on Wed, 2008-02-27 22:51
Title: 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/

George on Wed, 2008-02-27 19:49
Title: 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.

rwmcpar on Thu, 2008-02-28 18:56
Title: 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.

rwmcpar on Wed, 2008-02-27 18:19
Title: 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.