Interesting Reading – January 20, 2017
In this series, we suggest worthwhile reading material on a variety of topics of general interest. What to Make of the 'Davos Class' in the Trump Era - The New York Times, January 16, 2017. Andrew Ross Sorkin reports on ...
Looking For Hidden Real Estate Value at Investors Title Company
In this article, we will take a look at whether an examination of Investors Title's real estate holdings that goes beyond the company's SEC filings may reveal hidden real estate value not reflected in the company's stated shareholders' equity. Read ...
Sears Chairman Lampert Releases Annual Letter to Shareholders
Edward Lampert, Founder of ESL Investments and Chairman of Sears Holdings Corporation, has released his annual letter to shareholders. Mr. Lampert’s investment style has often been compared to Warren Buffett’s approach particularly when it comes to capital allocation. While many ...
Avoid Relegating Investment Errors to the “Memory Hole”
No one enjoys dwelling on past errors whether we are talking about investments, career choices, or poor decisions in personal relationships. It is far more pleasant to think about what has worked well in the past and to relegate unpleasant ...
Wal-Mart Stores Looks Attractive; Sears Holdings Shares Sold
Over the past decade, there has been a significant divergence between Wal-Mart Stores' experience from a business perspective and the returns experienced by the company's shareholders. In April, I wrote an article outlining Wal-Mart's track record over the past ten ...