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2009 Sears Holdings Annual Meeting Notes | Compounding Machines
https://compoundingmachines.wordpress.com/2009/08/04/2009-sears-holdings-annual-meeting-notes
2009 Sears Holdings Annual Meeting Notes. Leave a comment ». The Monday following the Berkshire meeting, I attended my second SHLD in as many years. Overall, I felt both the questions and answers were a step back from last year. You can find my (disorganized) notes below. 2009 Sears Holdings – Annual Meeting Notes. Monday May 4, 2009 Hoffman Estates, IL. 1) Bruce Johnson, interim CEO, opened the meeting with a brief presentation. 8211; Tools: 22.3% (working on invigorating Craftsmen brand). Bringing Prot...
blogvesting.com
HP and Whitman : Why I am not taking a position
http://www.blogvesting.com/2011/09/24/hp-and-whitman-why-i-am-not-taking-a-position
HP and Whitman : Why I am not taking a position. September 24, 2011. Hewlett Packard, that icon of American technology, is now trading at between 5-7 times earnings. This is cheap, extremely cheap, especially for a large cap. Will new CEO Meg Whitman be able to turn things around? Sadly, I believe that the answer is : no. Disclosure : No position in HP. More on this topic. Stock Update (NASDAQ:EBAY): eBay Valet Expands into Apparel. Jutia Group, 6/4/15). Jutia Group, 6/1/15). Read more on EBay.
deliberatevalueinvestingpractice.wordpress.com
Disclosure |
https://deliberatevalueinvestingpractice.wordpress.com/disclosure
Assume I am long, short, and have options on every single security I mention. Also, I’d recommend not taking investment advice just from some dude with an internet connection, especially someone who is just an English teacher in Taiwan. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out.
deliberatevalueinvestingpractice.wordpress.com
| Page 2
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Newer posts →. E-mail’s with COGO’s IR. June 3, 2011. About a week and a half ago I had found COGO’s IR e-mail address (communications@cogo.com.cn) . I sent him a message about COGO’s share repurchases which took him five days to respond. I e-mailed him eight other questions, but eight days later, I still haven’t heard back from him. Here are my e-mails:. May 21, 2011 (Saturday). Can you tell me if the stock repurchases were done on the open market or done through negotiated transactions? In prior 10Ks, ...
deliberatevalueinvestingpractice.wordpress.com
May | 2011 |
https://deliberatevalueinvestingpractice.wordpress.com/2011/05
Monthly Archives: May 2011. Simolean Sense Weekly Round Up Great story on bubbles by NPR. May 30, 2011. Simoleon Sense’s Weekly Round Up Collection of must read links, I highly suggest subscribing to the blog. NPR also did a great story on bubbles and they question if gold is a bubble. In the NPR story they discuss about … Continue reading →. COGO multiple discoveries and cornell’s excellent past, Blumin’s Thesis. May 29, 2011. May 29, 2011. COGO is getting some love by love river. May 28, 2011. Went to ...
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Black, Sivalls & Bryson, Inc. (circa 1962) = Cigar Butt | Compounding Machines
https://compoundingmachines.wordpress.com/2009/08/16/black-sivalls-bryson-inc-circa-1962-cigar-butt
Black, Sivalls and Bryson, Inc. (circa 1962) = Cigar Butt. Here is another holding from the 1962 year-end statement of the Buffett Partnership Ltd. Black, Sivalls and Bryson, Inc. (BS&B) was the 18th largest holding (18/54) accounting for 1.8% of the net assets. Buffett owned 13,353 shares @ $13.31 per share, totaling $177,762. This company was a cigar butt! August 16, 2009 at 7:05 pm. Posted in Buffett Partnership Ltd. Laquo; 2009 Sears Holdings Annual Meeting Notes. Subscribe to comments with RSS.
compoundingmachines.wordpress.com
My New Favorite Website | Compounding Machines
https://compoundingmachines.wordpress.com/2009/04/01/my-new-favorite-website
My New Favorite Website. Last month, the New York Times DealBook created a website called. I love it. They search through proxy filings looking for ridiculous perquisites awarded to managers of America’s largest companies. Call me an idealist, but I would be either embarrassed or outraged if I worked for or owned these companies. At the very least it is good for a laugh and/or shake of the head. Here is one example:. Http:/ dealbook.blogs.nytimes.com/category/perks-watch/. April 1, 2009 at 1:01 am. Colum...
compoundingmachines.wordpress.com
Seth Klarman Video | Compounding Machines
https://compoundingmachines.wordpress.com/2009/04/28/seth-klarman-video
The University of Western Ontario Ivey School of Business posted a videoconference with Seth Klarman. Klarman is the founder of The Baupost Group and a very successful value investor. The video which lasts just over an hour, was taped in March. Thanks go to the Ivey School for sharing such a valuable resource! The video can be found here: Enjoy! Http:/ www.bengrahaminvesting.ca/Resources/videos.htm. April 28, 2009 at 7:21 pm. Laquo; My New Favorite Website. 2009 Sears Holdings Annual Meeting Notes. You a...
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January | 2009 | Compounding Machines
https://compoundingmachines.wordpress.com/2009/01
Archive for January 2009. The Chick-Fil-A Owner/Operator Model. On Thursday, Chick-Fil-A reported unbelievable 2008 sales figures including record system-wide-sales of nearly $3 billion, a 12.2% increase from 2007 and a very impressive same-store-sales increase of 4.6%. 2008 was its 41. Consecutive year of system-wide sales gains. Eat Mor Chikin Inspire More People: Doing Business the Chick-Fil-A Way. By company founder, S. Truett Cathy. Chick-Fil-A does things a bit differently. Eat Mor Chikin: Inspire ...
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August | 2009 | Compounding Machines
https://compoundingmachines.wordpress.com/2009/08
Archive for August 2009. Black, Sivalls and Bryson, Inc. (circa 1962) = Cigar Butt. Here is another holding from the 1962 year-end statement of the Buffett Partnership Ltd. Black, Sivalls and Bryson, Inc. (BS&B) was the 18th largest holding (18/54) accounting for 1.8% of the net assets. Buffett owned 13,353 shares @ $13.31 per share, totaling $177,762. This company was a cigar butt! August 16, 2009 at 7:05 pm. Posted in Buffett Partnership Ltd. 2009 Sears Holdings Annual Meeting Notes. 8211; Appliances: ...