CorpRaider

I agree on Walmart and some of the others that are essentially externalizing their labor costs. Rectifying this problem might be one scenario under which profit margins "mean revert" as some have been calling for.

Bonds seem likely to be distorted, unless you buy this "new neutral", its different this time, long period of slow to no growth and inflation, which I suppose is plausible given demographic trends in the developed world.

Looks like Repsol is reportedly kicking the tires on TLM. http://www.bloomberg.com/news/2014-07-22/repsol-said-to-explore-bid-for-canada-s-talisman-energy.html

I read it. It appears to be free on my iPad app. They had a story about the pritzker family a few months back that drew my interest. About 1/4 of the magazine is devoted to tutorials on using the bloomberg terminal each month, so I probably wouldn't pay for it.

I bought a few talisman calls. Just looked at a few estimates of NAV, read up on restructuring efforts and noted I can get in lower than uncle Carl.

I'm pretty sure they make another filing for each fund; they break out rommick from bob rodriguez, for example. Its not a big deal that dataroma declined to add ende and his team though, as those guys/that strategy goes back to the buffett/source capital days and they stick with low turnover midcap "quality" so its pretty easy to keep up.

Yeah, that's him. Thanks! I got them to add Loeb (or at least they did it subsequent to my request), but Icahn and his progeny are probably all equally if not more interesting to follow.

I had emailed the fine people at Dataroma to add Abrams, and it looks like there was enough interest in including him. I'm intrigued by the non-equity holdings in the portfolio of guys like Baupost and Abrams. Does anyone know if it is possible to look up their debt holdings? Could anyone also recommend a book (similar in genre to You Can Be A Stock Market Genius) that walks through the type of analysis you'd have to do and the investment process? Thanks I got them to add Chuck Akre and a couple others. They turned me down on Eric Ende from FPA, but I'd rather know what's he's buying than Steve Rommick any day. I wish they would add uncle Carl, Keith Meister and the MHR guy; name escapes me, ex-icahn and he's a doctor...Lion's gate is one of his big deals.

"He was at Peanut Butter & Co. and he had jelly all over his cheek and shirt. Talk about an outlier." ;D

What does the new buffetology add? I haven't had a chance to read it yet and saw it was written by the ex-wife of Peter Buffett and wrote it off.

The Los Angeles Clippers. ;D

5. "Quantitative value investing", Gray & Carlisle. Best recent reference on mechanical investing. I'm looking forward to reading this eventually. I've been sort of too cheap to buy it thus far, with tons of other books in my library to be read. Did you see they are launching some ETFs? I like the turnkey analyst site very much.

I would probably say MKL if forced to pick one.

Isnt that the problem? The politburo will never be as good at allocating capital in real estate as a guy named sam.

They haven't been too bright in their allocation of construction resources. Of course, I suppose they could say the same of the U.S. circa 2006 but these excesses correct, albeit painfully, in a capitalist system.

http://brooklyninvestor.blogspot.com/2014/03/markel-2013-annual-report.html

To me: Command economy = why "emerging markets" rarely actually emerge.

Agree. Hate that business.

There's no way you won't regret it. Is that a faux pas? Is that your subconcious telling me that you are a con???? hmmmmmmm I'm going to level with you, randomep. That's a small trick I've developed over the years to weed out the folks who aren't smart enough to make a killing alongside me in the current market. Unfortunately, some individuals just don't have what it takes. On the other hand, you have just proven that this doesn't apply to you and therefore I'm more than happy to have you sign up for this amazing opportunity. Just for the hell of it, I'm also going to personally throw a top tech trading tip into your daily newsletter for absolutely no extra charge provided you sign up within the next 24 hours. Seriously, that's just how we do things over here at our well-known Stock Crunch Automated Millionaire's Market Edge Report newsletter. Right now though, I'd encourage you not to think and just to buy. For someone as far ahead of the curve as you are, it makes no sense to procrastinate when you could already be taking full advantage of our galactically-renowned investment advice. Damned Brits...with your superior linguistic skills. Also, Anacott Steel for you others.

Yeah ive been looking around at them but man what a mess of a company and i can scarecrly conceive of a more competitive business.

Yeah, Gundlach was the only bond guy (maybe the only person, haha, I certainly wasn't amongst them) I remember getting it right on treasuries over the past year or so.

They (milken institute) have a youtube channel too. Not sure if all of these are up there but there are a ton of videos which have just been published.

Never a bad idea to gather experiences and opinions, but if you're consulting with an attorney who specializes in estate planning (or devotes a considerable portion of their practice to the area) they should be able to help you with some of these issues. Life insurance is often used to provide liquidity when an estate has a material amount of other illiquid assets, such as a closely held business, for example.