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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)
Marty Whitman on Graham and Dodd / Risk / Wall St ...
Caterpillar CEO Jim Owens
Friday's Links
Dow Chemical Reports
Some Bad Pictures for Economic Bears...
Thursday's Links
Fed Beige Book - Full Report
Borders.......One Foot Out the Door
Russ Berrie & Company
Zell Talks Real Estate
Private Equity and the Financial Crisis
Wednesday's Links
General Growth Wins 6 Month Extension...
Why We Can't Trust Fed Predictions
Origins of the Financial Mess...Blinder
Tuesday's Links
Pershing Q1 Letter
How Foreign Taxes Help Phillip Morris Internationa...
Developer Diversified Results Contradicts Retail A...
Monday's Links
Wall St. Media 7/24
"Cash for Clunkers" Calculator
Wall St. Media 7/23
More Evidence Dow Ag Will Not Be Sold
Heckman Corp....
Friday's Links
Phillip Morris International Beats,Raises, Buys Ba...
Graham and Doddsville Summer 2009
Northwestern to General Growth: "Willing to Enter ...
Holder of $1.5B in General Growth Debt: "In All Ca...
Prudential To General Growth: "We Will Extend Matu...
James Grant....Circa 1996
Thursday's Links
Wells Fargo Reports.....
Klarman in CIT Rescue Group
2008 Seth Klarman Interview
Wednesday's Links
AutoNation Launches YouTube Channel
SmartStax Receives EPA's Blessing
CMBS Market May Get Buyers
Tuesday's Links
Bernanke: "It's All Good....."
Buying Compass Diversified Holdings
Goldman Pedicts S&P Rally to Top 1982
Einhorn's Q2 Letter
A CRE Deal and Implications for General Growth
Monday's Links
Jamie Dimon at Harvard
Galbraith Testimony
Micheal Lewis: "The End of Wall St"
Janet Yellen on the Economy (video)
Global Warming Rebuttle by Arthur Robinson
Vulcan CEO James Testimony before Congress
Friday's Links
Lampert Sells More AutoZone Shares
Inflation: Stocks vs Bonds, An Update to Previous ...
China's Market Continues to Break Its Chains
Foreclosures Surge & The Sun Rises in the East!!
Thursday's Links
Target Wakes Up To Join Wal-Mart on Health Care?
FOMC Minutes w/Crib Notes
Inflation: Stocks or Bonds?
Christmas in July........Unique
Value Investing Congress Speaker Update
Dow Ag Makes Acquisition
Wednesday's Links
Global Recession Chatter Falls & Spending Gains
Wisconsin Supreme Court Rules for Defendants
Wells Fargo's Interesting NPL Deal
Tuesday's Links
Phillip Morris International Makes Another Acquisi...
Ruffano Joins General Growth's Board
Exxon as A Proxy?
Charlie Munger Interview
Lawmakers Look at Commercial Real Estate
Saks Reports June Sales
Friday's Links
Russia: Gov't Administration of Oil Markets "Impos...
Thursday's Links
More Attempted Gov't Market Manipulation
Wall St. Media 7/8
Housing....Not Near The End
Wednesday's Links
Brick & Mortar Books Dead?
BMW Sales Decline Slows
Boone.....
Tuesday's Links
General Growth Properties Seeks Until 2010 to File...
More Empirical Evidence "Buy and Hold" Not Dead
A Peak Behind AutoNation's Land/Lease Deal
Monday's Links
Cap 'n Trade Explained
The New Oil: Energy Demand and Water
Unconventional Oil & Gas Resources
Friday's Links
Sears' Online Strategy Unfolding
McDonalds New Burger
Thursday's Links
Dow Chemical Continues Cost Reductions
Why Wal-Mart Backs Health Insurance
Wednesday's Links
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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)
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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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We've Moved!
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Bill Miller Still In The Basement Over Trailing Twelve Months
7 months ago
Sunday, July 19, 2009
Galbraith Testimony
Short summary? Break up the mega-banks...
Galbraith Testimony
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