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Todd Sullivan's - ValuePlays
Blog Archive
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2009
(864)
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September
(8)
ValuePlays Has Moved (new link corrected)!!!
SEC Report on Madoff.....Stunning
Sears Holdings Websites Take 3 of Top 25 Spots In ...
Dow Chemical Confims Loans To Be Repaid Early
"Davidson" Makes A Case for International REIT's
Philadelphia Fed's Bullish Report
Brookfield Properties CEO: CRE Death Fears Exagger...
Dallas Fed Releases Updated 12mo Trimmed Mean PCE ...
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August
(43)
Some Interesting Legal Opinion on General Growth C...
Sears Misses: Cheerleaders Run and Boo-Birds Emerg...
Wall St. Media 8/27: Thank You To Portland Sea Dog...
"You Think The Market Isn't A Casino Now?"
Another Look at Dr. Copper
Brookfield Properties Analyst: "No Reason for Mate...
"Econonmics in One Lesson"
Wall St. Media 8/20
AutoNation"s Jackson on "Cash for Clunkers"
Dow's SmartStax Looks Like a Blockbuster
Rep. Ron Paul on Fed Transparency at CATO Institut...
Wall St. Media 8/18
Buffett: Inflation a Real Threat
Back on Vacation
"Davidson" on the Investing Noise
Wall St. Media 8/14
Active Value Investing Presentation
Deep Breath Everyone, Ackman Did Not Sell General ...
Greenlight's Einhorn Buys S&P and GE Puts
Might Be Time To Invest in Real Estate
Wall St. Media 8/12
AutoNation's Maroone: "On Acquisition Hunt"
More on Ackman/Target....Since When Is 3.5% < 3.3...
Jean-Marie Eveillard:
Wall St. Media 8/11
General Growth Properties Wins Key SPE ruling
Buying My Broker.......
The Only Actual Positive Residential Real Estate S...
Ackman Sells Options, Buys Target Shares
Heckman Files 10Q...Progress
Compass Diversified Q2 Results & Earning Call Note...
Davidson: Why did REIT's "Melt Up"?
Recent Dow Chemical Debt Offering Saves Dow Ag.
Use Your iPhone or Blackberry to Buy a Car?
Bull Case for Natural Gas..
RHI Reports Q2
Compass Diversified CEO on FOX Biz..
AAA CMBS Market has Been Rallying
General Growth Properties Reports Strong Q2
Dow Ag Sale Update
AutoNation Beats: Notes from A Conversation With C...
ValuePlays on Vacation
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July
(101)
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June
(94)
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May
(127)
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April
(126)
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March
(114)
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February
(140)
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January
(111)
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2008
(1996)
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December
(124)
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November
(144)
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October
(184)
Wayzata Investment Partners Buys 14% of Owens Corn...
Paul Krugman..........Is He Serious? Sadly, Yes..
20% of Homes With Mortgages Have Negative Equity
Harley Davidson Shipment Details ($hog)
VW Shorts: Who Goes Under? ($vow)
Friday's Links
Wells Fargo Files Combined 8-K ($WFC) & ($WB)
Target Responds to Ackman's Proposal
Gasparino Drinks / Smokes His Lunch....
Ted Forstmann on Charlie Rose
Buffett Purchases More Burlington Northern
Ackman Wants Target to Create REIT (audio)
ATP Natural Gas: A Fraction Worth More than The Wh...
Yesterday's GE Drama Underscores Market Fear
Ackman Files 13F/A In EMC
Micheal Milken on Charlie Rose
Thursday's Links
Robert Shiller Talks SubPrime (video)
Dow Chemical Insiders Buy More Shares
PershIng Settles Longs Drug Swaps
Owens Corning Net Rises 71%
Wednesday's Links
Why Did Citi Turn Down Goldman?
Housing's Head Fake
Jeremy Grantham: S&P To Go Lower (video)
Dow Chemical Insiders Buying Shares
Berkshire and Dow Chemical Complete Deal
Ackman to Present on Target Tomorrow
Interesting Chart
Tuesday's Links
Ben Graham Testimony Before Congress in 1955
Doerr, Whitman, Immelt Talk to Charlie Rose at Har...
Why Ben....Why?
Coal....Hmmm
Sears to Accept Electronics "Trade-In's"
60 Minutes on Credit Default Swaps (video)
CitiSachs?
Monday's Links
Pimco's El-Erian (video)
Seth Klarman Files 13D in RHI Entertainment
It's Friday: Lampert Buys More AutoZone
National City Sold
Buffett Author Hagstrom on WealthTrack
Jim Grant Interview (video)
Dow Chemical Earnings Call: Large Buybacks Coming
Friday's Links- Humor Edition
Altria EPS Up 15%
Andrew Liveris: "This CEO Will Never Cut Dividend"...
Whitney Tilson Talks About What He Is Buying
Dow Chemical Reports:
Yang's Real Problem Now?: His Own Employees
Wal-Mart's Lee Scott: Gas Prices Determine Spendi...
Rohm & Haas Beats Estimates
Phillip Morris International EPS Grows 23%
National City Earnings Call Notes
The Changing Auto Dealership Model
Wednesday's Links
Hank Paulson Interview with Charlie Rose Tonight
Wells Fargo Teetering On 10% Deposit Limit
Arb Spreads Huge
Help A Kid
Stossel on the "Bailout" and "Change" (video)
Jim Grant Op-Ed: "Wall Street Will Be Going on Sal...
National City Posts Loss: Tier 1 of 11%
Tuesday's Links
Buffett Continues to Sell Burlington Northern Puts...
4th Update...Lampert Buying More Autozone
Mark Faber Pours Cold Water on Today's Rally
Lehman Execs. Subpeonaed..Finally
Antonin Scalia on Charlie Rose
Circuit City to Act Bankrupt to Try To Avoid It
Buying Rohm & Haas
Portfolio Tracking on Marketocracy
Monday's Links
Weekend Humor
Whitney Tilson "Never Been More Bullish"
Lampert Makes 3rd AutoZone Purchase This Week
The Mother of All Goodbye Letters
McCain and Obama Crack Jokes: This Is Funny
Warren Buffett's Editorial 2008 and 1974..A Bottom...
Friday's Links
Lampert Adds Again to AutoZone Holdings
Altria Cleared To Purchase UST
National City CEO: "Quite Optimistic"
The Wells Fargo Tug of War
Sherwin Williams Results: What Housing Collapse?
Harley Davidson Reports....
Marty Whitman on WealthTrack (video)
Sears Holdings "On Sale"
Now People Realize: Paulson Can't Make Banks Lend
Latest Soveriegn Wealth Fund Report: US Not The Fa...
Thursday's Links
Lampert Buying More AutoZone
Wilbur Ross on TARP, The Economy and What He Is Bu...
How Tight Has Home Lending Got? Try 65% LVT
Wells Fargo Forced Into TARP Plan
Nassim Nicholas Taleb Vents....
JP Morgan & Wells Fargo Defy Analysts
Lilliputians struggle
Nouriel Roubini: Recession May Last 24 Months
Wednesday's Links
Buffett Sells More Puts on Burlington Northern
Schumer's Op-Ed Off Base......Way Off
Here It Is: The TARP Program
Treasury Lays Down Exec. Compensation Rules
Graham and Doddsville Newsletter
The Paulson Plan (video)
Tuesday's Links
Wells Fargo Makes Yet Another Insurance Acquisitio...
Owens Corning to Save $20m with New Software
Obama's Tax Plan: "Spread Wealth Around"
Marc Faber "Don't Get Optimistic"
It's Our Fault, Not Theirs
Monday's Links
Paul Volcker on Financial Crisis (Charlie Rose)
Fed Approves Wells Fargo / Wachovia Merger
No Game Today.....a Video Instead
“Why This Is NOT the Great Depression”: A Reader W...
Buffett Sells More Puts on Burlington Northern
Robert Schiller on Housing (video)
WOW... Chesapeake CEO Dumps ALL Stock to Meet Marg...
Pershing Fails To Find Alternate Buyer for Longs
What is a CDO? (video)
David Einhorn's Q3 Letter
New Bank Model....Humor
Capital World Investors Files 13D/A in National Ci...
@VIC Bill Ackman Press Conference
Dow 14,000.....What a Difference A Year Makes
Bruce Berkowitz is Buying
Fed Statement on Citigroup and Wells Fargo
Another WSJ Hatchet Job on Sears
Seth Klarman Was Buying This Week
Jim Chanos on Short Selling (video)
National City in Buyout Talks
Buffett Selling Puts on Burlington Northern
Dick Fuld in Front of Congress (full video
@ VIC: Us Value Folks Are Funny People
Central Banks Cut Rates
Supreme Court to Hear Tobacco Case
Wednesday's Links
@ VIC Leon Cooperman: Omega Advisors
@VIC Jeff Matthews: Evaluating GE: What Would / D...
@VIC Mohnish Pabrai: The Dhandho Investor, Interes...
Fed Creates Commercial Paper Funding Facility
@VIC Tilson / Tongue on Housing
@ VIC Jeffery Schwartz- Metropolitan Capital Advis...
Fed to Pay Interest on Reserves
@ VIC Bill Ackman on Wachovia
Borders CEO George Jones Interview
@VIC notes
Off To Value Investing Congress (VIC)
Monday's Links
Wilbur Ross on Credit
Book Review: Mr. Market Miscalculates
Pershing Files13D/A in Borders
The Week that Was......(video)
Wachovia / Wells Fargo Merger Transcript Details
AutoNation CEO Mike Jackson on "Bailout"
FOR IMMEDIATE RELEASE: ...
Ackman Owns 9% of Wachovia
AutoNation's Jackson on Credit (video)
Altria Files 8-K
Altria Updates UST Deal
O'Reilly Blasts Barney Frank
Wells Fargo to Acquire Wachovia
Housing: In Pictures
Six Flag's Latest Gimmick
Friday's Links
James Grant on Bloomberg
Isn't A Little Deflation Now A Good Thing?
Value Investing Congress This Sunday-Tuesday
Warren Buffett on Charlie Rose Last Night (10/1)
Buffett and GE (video)
Senate "Relief" Plan Sectional Breakdown
Senate's Plan
36 Hours of Panic
Thursday's Links
More on National City (video)
Buffett Invests in GE
Buying National City
Borders Issues Warrants to Pershing
AutoNation's Jackson on Auto Loans
Dow Chemical Makes Another Acquisition & Some Thou...
Wednesday's Links
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September
(167)
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August
(155)
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July
(108)
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June
(166)
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May
(212)
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April
(176)
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March
(162)
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February
(194)
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January
(204)
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2007
(1227)
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December
(163)
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November
(175)
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October
(206)
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September
(156)
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August
(130)
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July
(105)
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June
(136)
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May
(66)
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April
(29)
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March
(28)
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February
(21)
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January
(12)
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Berkshire History in the Making!
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Daily Options Report
We've Moved!
3 months ago
1440 Wall Street
Bill Miller Still In The Basement Over Trailing Twelve Months
7 months ago
Sunday, October 12, 2008
Paul Volcker on Financial Crisis (Charlie Rose)
Without question the strongest Fed Head we have had talks about the current crisis and possible solutions. This is a great discussion..
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