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Author Archives: mosinvestor
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
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
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
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
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
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