Cheshire Cat

Procter & Gamble: A Valuation Opportunity

Truly an undervalued company and at a fantastic price that has not been seen in many years. The post 2008 world will be no different long term that the pre 2008 world. In addition P&G, as well as the other large consumer staple companies, may be one of the best long term plays on emerging markets. For long term investors this has been a fantastic opportunity to build a position.

GameStop: Margin of Safety Is Attractive at Current Prices

Very well researched and thought out. The company clearly deserves a higher multiple than single digits. The current valuation has a very significant margin of safety. This is a busted growth story that is a true value play.

Brandywine Realty Trust: High Risk, High Reward

They have $4 Billion in unencumbered real estate. Leverage of other properties looks just fine to me. At an 8%-8.5% cap rate they have $20+/shr in real estate.