Author Archives: mosinvestor

Achtung Baby’s Monday News & Notes

Twenty years ago this week, U2 released their seminal album Achtung Baby.  After the failure of the film and accompanying double album Rattle and Hum, U2 ventured to post-Wall Berlin to record and ended up reinventing themselves.  The album sold … Continue reading

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Notes from the Cincinnati CFA Value Investing Panel- 10/11/11

On Tuesday, October 11th, I attended a Value Investing Panel sponsored by the CFA Society of Cincinnati.  The event, moderated by Chris Meyer of the Fund Evaluation Group, featured renowned small cap investor John Rogers of Ariel Investments and James … Continue reading

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ITT: Three Good Companies, One Low Price

In February, I wrote a post on the conglomerate ITT (ITT)and its spinoff plan into three separate companies, Defense, Water, and Industrial Products.  The market loved the announcement, sending shares of the company from $51 to a high of $64. … Continue reading

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Printing Dollar Bills For 60 Cents at Lexmark

A few weeks ago I opened a position in Lexmark International (LXK).  At around $30 per share, I think the company is ridiculously cheap. Despite having a market cap of over $2B, there really aren’t many people writing about the … Continue reading

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Warren Buffett and Bank of America: Don’t Try This At Home

So, Warren Buffett just invested $5 Billion in Bank of America (BAC), should you? This latest Buffett deal  should come with fineprint “Performed by World’s Greatest Investor, Do Not Attempt At Home”. I’m not sure if Buffett’s investment (or “capital … Continue reading

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Some Updates and Links from the Gyrating Market

I’ve been very busy at work over the last two weeks so I haven’t had a chance to comment on this crazy market volatility.  When will it stop? Will the EU collapse? Will we have to convert to a barter … Continue reading

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It’s The End of The World As We Know It (and I Feel Fine)’s Friday News & Notes

There’s nothing like a 500 point down day in the Dow and an 11% nine day decline in the S&P 500 to get a value investor’s blood pumping! I’ve been waiting for a pullback, but when the dipshits in Congress … Continue reading

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Merger of Rivals Gives CVS Caremark Advantage in Drug Wars

The recently announced merger of Express Scripts (ESRX) and Medco Health Services (MHS), two of the largest pharmacy benefit managers (PBMs) provides an excellent opportunity for CVS Caremark (CVS) and their investors. As I wrote previously, I think CVS is … Continue reading

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Michael Burry: A Risk-Averse “Risk Taker”

Michael Burry, ex-investment blogger,  former hedge fund manager at Scion Capital, and the hero of Michael Lewis’ “The Big Short” appeared on Bloomberg TV on Tuesday night. The show is titled “Risk Takers” but as one hedge fund manager says, … Continue reading

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Bill Smead’s Wednesday News & Notes

When deciding on the title of today’s post, I wanted to stick to the business and investing theme of this blog and honor a person or event with significance to capitalism or capital markets that relates to July 20th. I … Continue reading

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