In Glenview Capital Management’s 4th quarter letter they break down their investment thesis in McDonald’s (MCD) and the steps they think the company can take to reach a value of $169 per share. 1) Operational turnaround. While the broader category… Read More
How Big Would Standard Oil Be Today?
Sometimes we forget just how big Standard Oil was. The three major U.S. oil companies: ExxonMobil (XOM), Chevron (CVX), ConocoPhilips (COP), all used to be a part of Standard Oil.
AMM Dividend Letter Issue 17: The Biggest Threat to Your Portfolio & Norfolk Southern (NSC)
This is from the AMM Dividend Letter released March 12, 2015. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Sometimes we come across an article that… Read More
12 Lessons Learned From Warren Buffett
From the Financial Times what Seth Klarman has learned from Warren Buffett. Value investing works. Buy bargains. Quality matters, in businesses and in people. Better-quality businesses are more likely to grow and compound cash flow; low-quality businesses often erode and… Read More
Beer Never Goes Out of Fashion
Beer has been with mankind since its accidental discovery some 6,000 years ago. The leading global seller of this 6,000 year old staple is Anheuser-Busch InBev (BUD). BUD’s U.S. listed ADR hit an all-time high last week based on several… Read More
A Bear Market is Still a Market
A portion of a reproduced Seth Klarman letter discussing bear markets and how to manage them. ‘A bear market is still a market’ — Seth Klarman letter on how to play one…reproduced by Value Investor Insight. pic.twitter.com/asCei2LfEB — Herb Greenberg… Read More
Portfolio Update: Selling Exelis (XLS) After Buyout Offer
On Friday, February 6, 2014 Harris Corp. (HRS) made an offer to buy Exelis (XLS) for $4.75 Billion or $23.75 per share. The deal is a cash and stock deal which means an Exelis shareholder will receive $16.63 per share… Read More
Amm Dividend Letter Issue 16: How To Be Greedy When Others Are Fearful With General Electric (GE)
This is from the AMM Dividend Letter released February 5, 2015. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. One of our favorite drawings is the… Read More
AMM Dividend Letter Issue 15: Systems Versus Goals & Year-End Review
This is from the AMM Dividend Letter released January 8, 2015. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. It’s that time of the year again…. Read More
AMM Dividend Letter Issue 14: What is the Best Thing to Give Your Investment in BlackRock (BLK)?
This is from the AMM Dividend Letter released December 6, 2014. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Despite its value barely keeping up with… Read More