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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)
Prem Watsa Talks About Ben Graham (video)
Roubini Still Pessimistic (video0
Schiller: Crisis May Last "Years and Years" (video...
GMO's Jeremy Grantham Investor's Letter Pt. 2
GMO's Jeremy Grantham Investor Letter Pt. 1
Friday's Links
Fairholme's Bruce Berkowitz Press Conference
Charlie Brown Thanksgiving... (video)
Borders and Pershing.....A Very Interesting Idea
Citigroup CEO Vikrim Pandit on Charlie Rose (vide...
Tilson Talks About Berkshire's Derivative Selling ...
Redundancy: Gate's Keeps Buying AutoNation Shares
GMO's Jeremy Grantham (video)
Sears...A Reader Submission.
Wednesday's Links
Bill Gates Still Gobbling Up Shares of AutoNation
Photo of the Year...
Borders Q3 Results
Jim Rogers on FBN (video)
Mark Faber: "Encourage Savings, Not Consumption"
Jim Rogers on "Night Talk" (video)
Ackman Takes 12% Position in General Growth Proper...
Starbucks: 2 Years of Missteps & An Overdue Admiss...
Tuesday's Links
Bill Gates Adds More AutoNation
Prince Alwaleed on Citi & Oil (video)
Target Decides To Let Stock Languish
Dow Chemical EVP Buys Shares
Fed and Treasury Comment on Citi Bailout ($c)
Wilbur Ross on Tim Geithner
Monday's Links
Is "Hyper-Inflation" Ahead Of Us?
Pat Dorsey and Morningstar on Berkshire (video)
Behold: The "Erin Burnett Rally Monkey" $$
Bill Gates Ups Stake in AutoNation to 10% ($an)
Warren Buffett on TARP, Autos, Jobs, Paulson etc.....
Lazard Likes Ackman's Plan for Target ($tgt)
Marc Faber: "Strong Rebound Next Three Months" (vi...
Lee Scott Steps Down
Why Can't Bank Execs See in The Mirror?
Berkshire & Fairfax Buy Convertibles in USG ($usg)...
Friday's Links
Warren Buffett on Market Fluctuation & Is Berkshir...
Fed Minutes: No Growth in 2009: Good? Bad?
Thursday's Links
Lampert Picks Up More AutoNation ($an)
Ackman's Latest Target Proposal (video) ($tgt)
Sears Holdings Ups Stake in Sears Canada ($shld)
Roubini: Commodities Have More Downside ($dbc)
Wednesday's Links
Deflation....We Could Use Some...
Paulson Doing What Paulson Should Have
Being Wrong for 5 Years Makes You Right Now?
Tuesday's Links
Lampert Picks Up More AutoNation ($an)
Phillip Morris Issues $1.25 Billion in Notes
Merry Christmas, Your're Fired: Jerry Yang
The Fed Is A Trader?
Ackman Discusses Sears Sale
Pershings Q3 Letter
Jim Rogers: "We are all Doomed" (video)
Monday's Links
Hedge Fund Managers Congressional Testimony (video...
The End of Free Markets? (video
ESL's Eddie Lampert Files 13-F
Jim Grant on Ben Graham (video)
DOJ On The Side of Bills Fans
Paulson & Co. Files 13F
Assured Guarantee Buys FSA From Dexia
GM / F Videopaloza ($gm) , ($f)
Baupost Group Holdings Drop $300 Million
Kynikos Associate's Jim Chanos (video)
Jim Grant on the TARP and US Automakers
Friday's Links
Lampert Buys More AutoNation
Pershing Square's Bill Ackman Files 13F
GE's Dividend: Immelt Cannot Be Silent ($ge)
Citi: Really? ($c)
Dow Chemical's Energy Plan for America ($dow)
Baupost Group Q3 Letter
TARP Application
Thursday's Links
Book Review: "Billion Dollar Lessons"
Julian Robertson (video)
Bill Ackman on Charlie Rose 11/11 (video)
Tilson's T2 Files 13F
Sears Holdings Short Interest Falls ($shld)
Dow Chemical CEO Liveris Buys Shares ($dow)
Amex "Taps the TARP": This Isn't The AmEx Buffett ...
Wednesday's Links
Why I'm Not a "Trader"
The Crash of 1929 (video)
Bruce Geenwald on Where Value Is Today
Percent of Homes with Negative Equity
Ackman on Charlie Rose Tonight
Thank You Veteran's
Tuesday's Links
American Express Becomes Bank Holding Company ($AX...
Seth Klarman: Bailout "Makes Us Sick"
Sears Mobile Shopping Site Live
Borders Invoice Payment Delay: The Real Story
Citigroup To Buy Regional Bank: No Kidding!
Politics and Investing
It's Official: Circuit City Files Chapter 11 ($cc)...
Berkshire's Post Party Hangover ($brk.a)
Monday's Links
"Money, Banking and the Federal Reserve" (video)
Derivatives and Their Role In the Current Crisis
Ambac CEO: Liquidity Issue Solved
Mort Zuckerman on the Markets
One of The Funniest Things I Have Ever Seen
AutoNation Earnings Call Notes ($an)
Friday's Links
Fairholme "In Discussions" with AmeriCredit ($acf)...
Leucadia Files 10-Q: Pershing Losses Disclosed
Bruce Berkowitz (video)
Taleb Up 50% This Year (video)
Market Hysteria On Display in Berkshire Credit Def...
AutoNation Reports Operating Profit
Thursday's Links
Foreclosures and the Election
FDR's 1st Inaugural Address (video)
Robert Shiller: "More Tough Times Ahead" (video)
Current TARP Recipient List
So, The Election is Over Where to Invest
Wilbur Ross & Jack Welch on Ford & GM: Video ($F),...
AutoNation CEO Jackson: Video ($an)
Sears "Days to Cover" Nears 3 Weeks ($SHLD)
MBIA and Ambac Report Widening Losses
Wednesday's Links
Tuesday's Links
Mohawk Swings to Loss
Archer Daniels Midland Crushes Estimates
LeapFrog Q3 Beats Estimates ($lf)
Why Obama Will Lose
Jim Rogers Interview (video)
Dow Chemical Insiders Continue To Buy Shares ($dow...
KKR Delays IPO......Again
James Grant on Financial and the Bail Out (video)
I Thought Inflation Was The Problem?
Taleb Cashes in On Market Turmoil
Monday's Links
Paul Volker on Charlie Rose
Weekend Reading via Felix Salmon
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October
(184)
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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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market folly
Hedge Fund Harbinger Capital Reveals Three New Positions
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Gregor.us
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Berkshire Ruminations
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Circle of Competence
Join me in Las Vegas!
3 months ago
Daily Options Report
We've Moved!
5 months ago
1440 Wall Street
Bill Miller Still In The Basement Over Trailing Twelve Months
8 months ago
Tuesday, November 25, 2008
Mark Faber: "Encourage Savings, Not Consumption"
Best line, "central banks have become asylums for economists that have gone insane". Second....."the global economy is imploding".
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