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Tuesday, November 13, 2012
Leucadia-Jefferies Merger
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So this is what it comes down to. Leucadia (LUK) buys Jefferies (JEF) and solves some problems with one deal: Succession : since Handler...
17 comments:
Wednesday, October 24, 2012
Buffett on CNBC
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Buffett was on CNBC this morning. Who has time to sit in front of the TV from 7:00 - 9:00 am? And only the hardcore Buffett-heads would cl...
6 comments:
Thursday, October 11, 2012
Crash!!?
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This is not a market-timing blog or anything like that, but every now and then I get the itch to make a post about it even when I have no re...
20 comments:
Tuesday, October 2, 2012
Recapitalizing Berkshire Hathaway
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So I had a conversation recently and I mentioned LEAPS and leveraged recapitalizations (or synthetic recapitalizations) as one idea mentione...
16 comments:
Friday, September 28, 2012
The Deep Value Cycle (and the Case for Value Investing)
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OK, so this is sort of a continuation of my PZN post. Listening to conference calls, you can tell that Pzena spends a lot of time thinking ...
9 comments:
Pzena Investment Management (PZN)
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OK, so here's another nail that we can hammer down with our asset management company valuation model. I have been following this compan...
17 comments:
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