Holdings
Sir Fred Goodwin death watch: Part 1
The biggest bank in the world is Royal Bank of Scotland . Double-take. Hold your…
Holdings
Fun and games in hedge fund land (or what does it take to go to prison?)
Forgive me for a non-stock post. But it will cover the dubious goings on off W…
Holdings
Japanese regional banks - a mirror on America
77 Bank is a regional bank in Sendai (the capital of Miyagi prefecture). The…
Holdings
Scoping the mortgage crisis
Why not start with big ideas. How do we get a grip on how big the mortgage crisis is…
Holdings
Great capital allocators who ultimately weren't
I believe that the market environment is the main determinant of which investors ach…
Holdings
Bearish on Post Holdings, even after its decline
Eric Falkenstein has tried to explain market cycles by drawing an analogy with Bates…
Holdings
Seahawk Drilling, value in bankruptcy?
Seahawk Drilling ( HAWKQ.PinkSheets ) Price: $5.72 (6/20/2011) Seahawk Drilling is t…
Holdings
Evaluating spinoff TNT Express
TNT Express ( TNTE.Netherlands ) ( TNTEY.PinkSheets) Price: €6.92 (6/28/2011) TNT E…
Holdings
Cork company comparison
I hope not to bore readers with another post on Corticeira Amorim but I wanted to …
Holdings
Argo Group, UK net-net
Argo Group Ltd ( ARGO.UK) Price 13.75 pence £10.2m market cap (7/18/2011) I'm on…
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