In short, Greenblatt sees the market as dramatically undervalued and would be an aggressive buyer here.
Really excellent article on the bull case for Dell (DELL), which remains a very attractive Magic Formula stock at current.
Adds another Android revenue stream for Microsoft (NASDAQ:MSFT), and gets another major OEM on board the Windows Phone OS. A win-win.
A good analysis of MFI stock Dolby (NYSE:DLB). The Windows 8 overhang is probably the most significant over the stock, but this remains a really great business model.
Another good review of a Magic Formula stock (PetMed Express PETS) from Frank Voisin. I tend to agree with him here - probably undervalued, but not dramatically so.
Disclosure: Steve owns MSFT, DELL