1. Gannon On Investing: Interesting Special Situations
Nuclear spinoff anyone? Take a look at ETR
2. So You Want To Be The Next Warren Buffett? How's Your Writing?
Mark Sellers gives a frank talk on how hard it is to be a great investor and what traits are needed to do so. He also includes a good overview of what creates an economic moat.
3. Special Situations Real Money Port October 2007 Update
The Special Situations Real Money Portfolio managed by Fat Pitch Financials is a real Coverdell Educational Savings Account turned mini-hedge fund for his son. Performance to date has been 25.4% annualized rate of return and year to day the account is up 36.3%. The month of October brought a slight decline in the account and opportunities in special situations and tender offers were scarce.
4. Does 1x Book Value Mean a Bargain? Three to Consider...
Three beaten-up stocks trading at or below 1x book value - a structured finance insurer, a building supplier, and a homebuilder.
5. Delta Financial Corporation Reports Third Quarter 2007 Results
Delta's 3rd Quarter results...Ouch!
7. Buffett's Path to a Billion
Most of the literature discussing Stock Advisor recommendation Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) chairman Warren Buffett focuses on the later stages of his career. By then, he was already wealthy and making billion-dollar bets on companies like Wells Fargo.
8. Special Situation: IAC/InterActiveCorp Break Up
Barry Diller's company IAC/InterActiveCorp announced that it's splitting up into 5 separate entities. These situations usually yield undervalued securities and we should take a moment to study what the new companies will be so that we may watch the situation unfold and invest carefully.
9. The Optimistic Prediction of Warren Buffett
Commentary based on Warren Buffett's 1999 prediction.
10. Buying at a Discount... The Classic, Mixed & Contemporary Approaches
Click on FULL STORY to read about the three approaches to value investing.
