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Passerby37
4 Comments
What Mohnish Pabrai Didn't Know Hurt Him Badly [view article]
Patience...What has Pinnacle got that the others do not?
Invert, always Invert.
Jun 26 01:47 PM
Moody's Skeptical of Airline Merger Synergies [view article]
Oh, now... Moody's is skeptical.If only they had been - just a LITTLE - critical of subprime CDO/SIV originations.
What if?... Apr 27 01:46 PM
First Marblehead: Hostage to the Credit Market [view article]
Thanks Jason,Great Commentary. The line about having "Goldman on your side" made me pause however.
Goldman is on Goldman's side. No one else's. If sufficent returns cannot be generated from purchases at $11.24 - $15.00, a grab at the whole pie at under $5 would be the next logical move.
It all depends... will the financial markets remain locked long enough to force management's hand? This TERI issue suddenly has taken on a whole new meaning for me. Apr 09 03:57 PM
Sears Holdings' True Value [view article]
Geez -The gallery sure hates this one.
Buffett bought Berkshire, not because it was a great business - it was lousy - but for the cash flows. He then took the returns from the textile mill and reinvested them in growing enterprises with high Returns on Capital which eventually created the mountain of money that is Berkshire is today. Note: the original mill did eventually go under in the early '80s.
I'm impressed with Lambert because he has managed to gain control of not one but two large cash generators(Sears and Kmart) and... their undervalued land holdings to boot. Sweet move. Now, these two entities will probably never develop the 'moats' that their competition have and grow effectively, but they don't need to. They are already providing, IMHO, what Lambert intends: Cash Flows. He runs tight operations not with the intention reinvesting profits for growth, but to maintain position.
His challenge, as I see it: Can he find places to put this loot to work in new places for a better return - a la Buffett?
Nice work Rich. Jan 14 04:38 PM