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Seeking Alpha
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Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries
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Three Stocks We're Long With High Conviction
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Financials and Housing: The Outlook Remains Ugly
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Merrill CDO Deal: How Can It Book a 'Sale'?
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The SEC's Campaign Against Naked Shorting: Misguided or Right On?
on Jul 18, 2008
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Why We’re Short Hanesbrands
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MBIA's GIC Exposure Could Trigger a Liquidity Crisis
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Whitney Tilson’s Response on the Monolines
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David Einhorn/Lehman Brothers: Another NYT Hatchet Job
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NYT Smears David Einhorn, Again
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Fairfax Financial: Anatomy of a Hatchet Job
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Ambac's Earnings: You Can't Make This Stuff Up
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Why We Doubled Our Position in Borders
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What Went Wrong at GE?
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Financials Likely in Dead Cat Bounce, But Fed's Now a Wildcard
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Don't Expect Other Bidders for Bear - Certainly Not Buffett
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Why We're Still in the Early Innings of the Bursting of the Housing and Credit Bubbles - And Implications for MBIA and Ambac
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Ambac's Announcement is a Joke; Disagreeing with Whitman on Monolines
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Ambac, MBIA Are Still Shorts Amidst This Wink-and-Nod
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Shorting the Homebuilders as Their Stocks Surge
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Thoughts on Ambac Bailout, MBIA, Berkshire's Muni Bond Backing
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Ackman's Proposal for Bond Insurers - Some Thoughts
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Housing: Is it Going to Get Worse Before it Gets Better?
on Feb 19, 2008
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Buffett's Offer: Great for Him, Terrible for Bond Insurers
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MBIA Waits for Good News to Announce Bad
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Winn-Dixie Stores: A Turnaround in Progress
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Fairfax Financial: The Tables Are Turning
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Wal-Mart's Mistakes Are Fixable - This Stock's Cheap
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Whitney Tilson's Notes From Berkshire Hathaway's Annual Meeting
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Wendy's: Piggybacking On Activist Smart Money
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Resource America: Subprime Concerns Unfounded, Cheap Stock
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USG Corp: Smart Acquisition for This Warren Buffett Stock
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