BargainValueHunter

I don't think it is the "Mad Money" Jim Cramer.

http://money.cnn.com/magazines/fortune/fortune_archive/1989/10/30/72667/index.htm

http://finance.yahoo.com/news/Insight-Extreme-makeover-BofA-rb-2714735965.html?x=0&.v=3

http://www.smartmoney.com/invest/stocks/what-does-warren-buffett-know-that-you-dont-9500/ http://articles.moneycentral.msn.com/Investing/CompanyFocus/BattleOfTheBillionaires.aspx

Perhaps he knows that media and information is extremely pervasive now vs. 1992. With that and the fact that his words can move prices now he is a lot... more... careful about what he says to the microphones and cameras. Self preservation.

http://www.nytimes.com/1991/02/22/business/saudi-prince-to-become-citicorp-s-top-stockholder.html The Result? http://www.independent.co.uk/news/people/profiles/prince-alwaleed-bin-talal-success-is-the-ultimate-kick-500800.html And now another crisis is giving him and others an opportunity to DO IT AGAIN.

I'd think that AIG is deep in Warren's "Too Hard" Pile. He could do a deal with them similar to the BAC deal, however. I'd expect to see that in early to mid 2012. Also I'm thinking that Warren is looking hard at MBIA and CIT but is keeping quiet...

I think the publisher/editor had major health or family related issues that prohibited steady and predictable publication. A lot of work must go into every issue.

For those interested: http://gatorcapitalblog.com/tag/freddie-mac-preferred-stock/

http://www.fairholmefunds.com/pdf/oid1992.pdf

Remember...when you are absolutely positive about what is going on and what will happen next...then you think you are smarter than the market. That can be VERY dangerous for an investor.

http://ftalphaville.ft.com/blog/2011/09/02/668086/bofas-merrill-lynch-etf/ -and-

http://torontostar.morningstar.ca/globalhome/industry/news.asp?articleid=393286

Watching the video gives one the impression that Ackman would not touch Freddie or Fannie with a 100 foot pole since it was revealed that shareholders are the last people the conservators are thinking about while trying to protect the assets in runoff.

Why not? It has plenty of cash. Many assets could be auctioned off in this "Web 3.0 Social Media" bubble environment at lofty valuations. Ackman can pay next to nothing for product (freelance writers) and sell advertising against it. and this... http://blogs.barrons.com/techtraderdaily/2011/08/31/aol-deal-or-not-sub-biz-is-a-cash-cow-says-ubs/?mod=yahoobarrons -and- http://www.huffingtonpost.com/2011/01/21/aols-dirty-little-secret-_n_812307.html

I'll just leave this here: http://online.wsj.com/article/SB122161086005145779.html

I'll take a guess (or four)...just for fun's sake ;D Visteon Pier 1 Frontline -or- AOL

[amazonsearch]Buffettology - Mary Buffett & David Clark[/amazonsearch] Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett The World's Most Famous Investor by Mary Buffett & David Clark... A great book to give to somebody who says, "I want to learn more about Warren Buffett and value investing but I'm not trying to earn an MBA". [Perhaps not better than a collection of his letters...but certainly shorter! :P ]

I'm going to go ahead and say that we've reached a consensus. (lol.) How would you compare Sino-Forest Bonds with Worldcom, Tyco, Satyam or Global Crossing bonds at the point of deepest pessimism in those companies? In other words, what is the best way to determine cigarette butt value in bonds of fraudulent companies?

http://www.ft.com/cms/s/0/f584d5ac-d226-11e0-9137-00144feab49a.html#axzz1WYEoGyjL

I am a big fan of doing the opposite of what is hot on CNBC. I also like extreme pessimism about industries that the "conventional wisdom" says will never recover. I tend to root around there. I like to look at everything that could go wrong with an out-of-favor company and after coming to the conclusion that only a once-in-a-lifetime black swan could kill it...I jump in with both feet. The most important aspect after all of that is patience and ignoring the media rabble.

If you are aware of other "Chinese short sellers" that have done the research on sham reverse merger companies AND delivered massive returns for their shareholders then I'd like to know who they are.

Why? Does he have a skeleton in his closet or two?

http://www.washingtonpost.com/business/gaining-by-betting-against-flimsy-chinese-firms/2011/08/20/gIQAe4KFgJ_story.html?wprss=rss_homepage His dissection of China Education Alliance is most Citron-like: http://seekingalpha.com/author/kerrisdale-capital-management/instablog