Outerwall Inc (OUTR), Buybacks, And Activists Outerwall is a stock that has been struggling as the cash flows from Red Box are drying up much faster than investors have expected. Not only that, but Outerwall management has had the troubling […]
The stock markets in the United States extended declines on renewed concerns regarding the global economic growth due to China’s weak trade data, which showed continued weak domestic demand from the world’s second-largest economy and biggest energy user. Sign up […]
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Outerwall Inc (OUTR): The Little Redbox That Could by Aeternitas Investing Reprinted below is the section from the JRW Financial Q2 2015 Management Commentary in which I detail some of the thinking behind our long thesis for Outerwall, Inc.. I […]
Dear Investors, I read an article the other day about Eastman Kodak and it struck me that in many ways the story of Kodak might be playing out right now at Weight Watchers. If you recall, I wrote a couple […]
Allan Mecham’s Arlington Value Capital portfolio commentary for the fourth quarter 2014. Also see Part I here: Allan Mecham’s Arlington Value Capital 2014 Annual Letter Allan Mecham unloads Berkshire Hathaway We unloaded most of our BRK position in 2014. Our decision […]
Booth-Laird presentation on Outerwall on OUTR, posted with permission (PDF format here – Booth-Laird-Investment-Partnership-Outerwall-long-thesis) At our 2014 Annual Meeting held on July 21, 2014, we presented our long thesis on Outerwall (OUTR), a beaten down, highly shorted stock that is misunderstood […]
Activist hedge fund Jana Partners recently submitted its 13f filing with the Securities and Exchange Commission (SEC) showing the its equity investments increased to $8,689,718,000 for the third quarter that ended September 30, 2013. Jana Partners was founded by Barry […]