Berkshire Hathaway Shareholder Letter 2010
Below is the Berkshire Hathaway shareholder letter, which was released this past weekend. Some have called it his best letter … Read more
Month: February 2011
Interval Leisure: An Undervalued Stock with A Catalyst
I posted this article today on GuruFocus, I thought the readers would be interested. Interval Leisure (IILG) is currently trading … Read more
Investing In Leadership: What Works for Warren Buffett Might Not Work for You by Brian McMahon, Ph.D.
Brian McMahon is a partner at Reperio Partners, an Atlanta-based executive consultancy specializing in executive assessment and succession planning. Reperio … Read more
Sunday Linkfest and Consuelo Mack Interview
A Journey Through the Pink Sheets – 3,698 Stocks Later (A must read) The Myth of the Rational Market: A … Read more
5 Awesome Perks of Global Investing (and Living)
Jeffrey Towson is the former Head of Direct Investments for Middle East North Africa and Asia Pacific for Prince Waleed, … Read more
Book Review: Financial Shenanigans by Dr. Howard Schilit
I meant to post this concise book review on Financial Shenanigans, several months ago, right after I had read the book. … Read more
Why Investors Do Not Need China in Their Portfolios
In a previous piece, which can be found here, I wrote the bull case for why investors should have China … Read more
Great Value Investor Conference April 28th and April 29th 2011 (Before Berkshire Hathaway Meeting)
The Berkshire Hathaway Annual Meeting will be held as always in Omaha Nebraska. The date of the meeting is Saturday … Read more
Shelby Davis: An Unknown, Great Value Investor
Larry of http://intelligentinvestors.org/ In the pantheon of investing greats one of the least talked about, but most successful investors, is … Read more
Robert Shiller: Home Prices Could Fall up to an Additional 25% in Real Terms.
Robert Shiller, , discusses today’s report and the outlook for the U.S. housing market. The index of home values in … Read more
Why Investors Need China in Their Portfolios: The Bull Case
A few weeks ago Burton Malkiel, author of the best seller A Random Walk Down Wall Street , wrote an … Read more
Valuation-Informed Indexing #30 Rebalancing Hurts As Often As It Helps
by Rob Bennett The premise of the Buy-and-Hold Model is that price changes cannot be predicted because they are determined … Read more
Navigating 3 Real Estate Bubbles in 3 Countries
Jeffrey Towson is the former Head of Direct Investments for Middle East North Africa and Asia Pacific for Prince Waleed, … Read more
Epolin, Inc (EPLN): Seeking Suitor
Epolin Inc (OTC:EPLN) manufactures and markets proprietary near infrared absorbing dyes and dye formations (such as those used in eyewear). The company trades not far above its NCAV, but its operations appear to be in decline, with revenue decreasing each of the last five years and the most recent quarter showing profits dipping into the red.
The good news is that the company is actively marketing itself for sale, having engaged Millburn Capital Group in February 2009 to help “explore strategic alternatives” (with little cash to perform an acquisition on its own, we can safely read this to mean a merger or outright sale). The company had gone so far as to enter into a letter of intent, but a deal eventually proved elusive.
The bad news . . .
→ Read More: Epolin, Inc (EPLN): Seeking Suitor
Frequency Electronics, Inc. (FEIM): Be Wary of Investing on News
Frank Voisin is a value investor and independent analyst whose site, Frankly Speaking, contains Frank’s investment theses as well as educational … Read more