Category Archives: General

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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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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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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Don Draper’s Friday News & Notes

As we get ready for the long weekend and a celebration of the signing of Thomas Jefferson’s masterpiece,  today’s News & Notes is brought to you by Don Draper. Today marks the official spin-off date for AMC Networks (AMCX). AMC … Continue reading

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Mergers, Activist Widows, and Piles of Cash: An Update on 2 NCAV Stocks

Investing in companies selling at a discount to their assets requires a keen eye to monitor ongoing events. In March, I posted about 3 stocks selling below their NCAV.  Since then, two of the stocks have had significant developments. At … Continue reading

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Seeking Value in Barron’s Leveraged Buyout Candidates List, Part II

Last week I covered the first 9 companies from a recent Barron’s report of 27 possible LBO candidates. Today, I’ll look into the investment considerations of the next 9 on the list. Click here to read part II of the … Continue reading

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