dcollon

From 12/6/10 http://www.charlierose.com/view/interview/11333

stahleyp, sorry for the late response. yes, you enter the person's name, fund, etc...and whatever hits with that specific field gets sent out to you. it's a great way to keep track of things that you find interesting.

This is just too good http://www.bloomberg.com/news/2010-12-20/metlife-changes-pay-rules-to-spare-ceo-comparison-with-buffett-s-berkshire.html

Great video. Thanks for posting it

I noticed it in my google alerts this morning.

Howard Marks commentary on gold.

The main thing that bothers me is the little white dog sitting on his desk. Sorry if any of you are reading this with your little white dog on your desk.

Why retire? Even if you aren't in the financial services industry right now, start a new career in the business when you decide to leave your current career. The fun never has to stop or at least doesn't have to stop until our brains get too soft.

http://www.bloomberg.com/news/2010-12-06/obama-agrees-to-extend-bush-tax-cuts-for-2-years.html

Myth, Thank you for sharing your write-up.

Thanks for posting the commentary.

http://wealthtrack-appletv.blip.tv/file/4406653/

I enjoy reading M&T and BB&T's k's/q's. Both banks did a reasonably good job of managing through the crisis. As for not so good, grab a dart. I think you could start with RF, ZION, FITB, HBAN, etc...

I'm not sure I want to even click on the link. :-X Hope everyone who was celebrating it had a nice Thanksgiving.

The conversion ratio from trial users is close to 50%. I spend a decent amount of time in my car, so it's been absolutely worth the cost.

Q3 Results http://files.shareholder.com/downloads/FUR/1056962867x0x415411/B20A5096-9A51-49EC-B06F-ED88CDFB3B4E/Q3_2010_Supplemental_Package.pdf

From dealbreaker.com http://cache.dealbreaker.com/uploads/2010/11/Greenlight-Q3-2010-Letter.pdf

FMR is in Michigan too...wow...I guess not all the management teams in Michigan are challenged. Then again maybe it has something to do with working for/with FFH & Prem. Probably a little more appealing than the alternative. :)

PSW Settles Litigation Regarding the Foreclosure of Peter Cooper Village/Stuyve Globe Newswire 5:05 PM Eastern Daylight Time Oct 26, 2010 Winthrop Realty Trust BOSTON, Oct. 26, 2010 (GLOBE NEWSWIRE) -- PSW NYC, LLC, a venture between Winthrop Realty Trust (NYSE:FUR) and funds managed by Pershing Square Capital Management, L.P., has settled the outstanding litigation with CWCapital Asset Management LLC ("CWCAM"), acting as special servicer on behalf of the Trusts that it represents, relating to PSW's foreclosure on the Peter Cooper Village/Stuyvesant Town Mezzanine 1-3 loans. The settlement provides, in part, for the payment to PSW of $45 million and the transfer to CWCAM, on behalf of the Trusts, the Mezzanine 1-3 loans previously owned by PSW. Winthrop is entitled to receive $10.125 million of the settlement payment on account of its 22.5% interest in PSW.

BRIEF-Cwcapital reaches agreement with Ackman venture on Stuyvesant Town 4:22 PM Eastern Daylight Time Oct 26, 2010 Oct 26 (Reuters) - Winthrop Realty Trust <FUR.N>: * Cwcapital, representative of holders of the mortgage on stuyvesant town/peter cooper village says settled its litigation with joint venture between Winthrop Realty Trust <FUR.N> and pershing square capital that holds junior loan * Cwcapital, on behalf of mortgage holders, says acquired junior loan on stuyvesant town/peter cooper village * Cwcapital says also cancelled the foreclosure sale that was scheduled for Friday October 29th * Cwcapital says also cancelled the foreclosure to focus on ensuring a stable transition of the property and maximizing recovery of the $3.7 billion owed to the bondholders of the mortgage

Very nice spreadsheet. Thank you for sharing it with the board.

It speaks volumes about the people you have been able to attract to this board Sanjeev. Although the cynic it me would love to see who among those saying they outperformed have verifiable results. It would still probably be a very high number.

From Columbia Business School

http://www.businessinsider.com/henry-blodget-jim-grant-2010-10

Kind of a fun article... http://tinyurl.com/22s9z3r