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Investment Analysis: Yukon Nevada Gold (YNGFF.PK) | Above Average Odds Investing
https://aboveaverageodds.wordpress.com/2010/08/03/investment-analysis-yukon-nevada-gold-yngff-pk
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Laquo; Buffett Partnership Letter’s. Grant’s Interest Rate Observer – Summer Break 2010 Issue. Investment Analysis: Yukon Nevada Gold (YNGFF.PK). August 3, 2010 by aboveaverageodds. After doing our own dd we felt the same way (and have been buying ever since). NOTE “UPDATES” AT BOTTOM OF WRITE-UP]. YNGTO; NG6 (Frankfurt); YNGFF): $0.25. 12-Month Target Price: $1.00 ( 300% / 4x). Most operating perm...
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Greenstone Capital – Q3 Letter to Partners | Above Average Odds Investing
https://aboveaverageodds.wordpress.com/2010/10/20/greenstone-capital-q3-letter-to-partners
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Laquo; Yukon Nevada Gold (YNGFF.PK) – Still Stunningly Cheap. East Coast Asset Management: The Joys of Compounding – Revisited. Greenstone Capital – Q3 Letter to Partners. October 20, 2010 by aboveaverageodds. Hat tip to Hunter at Distressed Debt Investing. Of Greenstone from a few months back. Both are fantastic reads. Q3 Letter to Partners. View this document on Scribd. Leave a Reply Cancel reply.
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Investment Analysis: The Visteon Corporation (VSTNQ) | Above Average Odds Investing
https://aboveaverageodds.wordpress.com/2010/09/24/investment-analysis-the-visteon-corporation-vstnq
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Laquo; Sovereign Subjects – Ask Not Whether Government’s Will Default, But How? ATP Oil and Gas: Here Comes The Short Squeeze! Investment Analysis: The Visteon Corporation (VSTNQ). September 24, 2010 by aboveaverageodds. Hat tip to mwhitman for doing all the heavy lifting. A Quick Primer on the Investment Attractions of Bankruptcy:. The primary reason we tend to be attracted to investments in distr...
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Investment Analysis: The GSI Group (LASR.PK) – Another Low-Risk, High-Return Post Reorg Equity w/ Substantial Near-Term Catalyst(s) | Above Average Odds Investing
https://aboveaverageodds.wordpress.com/2010/10/27/the-gsi-group-lasr-pk-another-low-risk-high-return-post-equity-reorg-w-substantial-near-term-catalysts
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Laquo; East Coast Asset Management: The Joys of Compounding – Revisited. Investment Analysis: The GSI Group (LASR.PK) – Another Low-Risk, High-Return Post Reorg Equity w/ Substantial Near-Term Catalyst(s). October 27, 2010 by aboveaverageodds. Here’s a mini-update that notes the following events and upcoming catalysts:. 3 2010 financials being caught up completely by December 31. 6 Sizable investor...
thebuffettblog.blogspot.com
The Buffett Blog: July 2005
http://thebuffettblog.blogspot.com/2005_07_01_archive.html
Dedicated to studying the Oracle of Omaha while celebrating the Muse from Margaritaville. Maintained by the Buffett Group at the University of Chicago Graduate School of Business. Sunday, July 31, 2005. What are the greats doing? Good story from Mstar on what the great managers are doing, along with links to their recent letters, here. Posted by peter boodell : 7:04 PM 0 comments. Walmart - The Value Pick, and odds and ends. Coming on the heals of Buffett's comments below about Costco, see this link.
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Portfolio | Above Average Odds Investing
https://aboveaverageodds.wordpress.com/portfolio
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. AAOI Real Money Portfolio. The AAOI Partners Fund. Is a focused, long/short (long biased) Spoke Fund. As of 9/8/2010 (since inception on 10/9/2009), the AAOI Partners fund has returned 26.96% vs. 4.97% for the S&P 500 and 4.41% for the Russell 3000, outperforming by 21.99% and 22.55% respectively. CAPs Ranking *since inception 11/9/2008. Rank: #253 out of 70,905. Score: 4,451.47. Sadly we decided t...
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Resources | Above Average Odds Investing
https://aboveaverageodds.wordpress.com/resources
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Seth Klarman- Articles and Interviews. Why Value Investors Are Different. On Risk and “Productive Worrying”. Baupost Fund letters (1995-2001). Fund Letter-October 10th 2008. Don’t Be A Yield Pig. On The Decision To Hold Cash. Value Investors Insight (2009). The Security I Like Best (1951). A Letter To The Editor: Real Estate Acquisitions (1962). Letter On Walter Schloss. A Conversation With Ben Gra...
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