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2009 Sears Holdings Annual Meeting Notes | Compounding Machines
https://compoundingmachines.wordpress.com/2009/08/04/2009-sears-holdings-annual-meeting-notes
2009 Sears Holdings Annual Meeting Notes. Leave a comment ». The Monday following the Berkshire meeting, I attended my second SHLD in as many years. Overall, I felt both the questions and answers were a step back from last year. You can find my (disorganized) notes below. 2009 Sears Holdings – Annual Meeting Notes. Monday May 4, 2009 Hoffman Estates, IL. 1) Bruce Johnson, interim CEO, opened the meeting with a brief presentation. 8211; Tools: 22.3% (working on invigorating Craftsmen brand). Bringing Prot...
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Black, Sivalls & Bryson, Inc. (circa 1962) = Cigar Butt | Compounding Machines
https://compoundingmachines.wordpress.com/2009/08/16/black-sivalls-bryson-inc-circa-1962-cigar-butt
Black, Sivalls and Bryson, Inc. (circa 1962) = Cigar Butt. Here is another holding from the 1962 year-end statement of the Buffett Partnership Ltd. Black, Sivalls and Bryson, Inc. (BS&B) was the 18th largest holding (18/54) accounting for 1.8% of the net assets. Buffett owned 13,353 shares @ $13.31 per share, totaling $177,762. This company was a cigar butt! August 16, 2009 at 7:05 pm. Posted in Buffett Partnership Ltd. Laquo; 2009 Sears Holdings Annual Meeting Notes. Subscribe to comments with RSS.
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Seth Klarman Video | Compounding Machines
https://compoundingmachines.wordpress.com/2009/04/28/seth-klarman-video
The University of Western Ontario Ivey School of Business posted a videoconference with Seth Klarman. Klarman is the founder of The Baupost Group and a very successful value investor. The video which lasts just over an hour, was taped in March. Thanks go to the Ivey School for sharing such a valuable resource! The video can be found here: Enjoy! Http:/ www.bengrahaminvesting.ca/Resources/videos.htm. April 28, 2009 at 7:21 pm. Laquo; My New Favorite Website. 2009 Sears Holdings Annual Meeting Notes. You a...
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January | 2009 | Compounding Machines
https://compoundingmachines.wordpress.com/2009/01
Archive for January 2009. The Chick-Fil-A Owner/Operator Model. On Thursday, Chick-Fil-A reported unbelievable 2008 sales figures including record system-wide-sales of nearly $3 billion, a 12.2% increase from 2007 and a very impressive same-store-sales increase of 4.6%. 2008 was its 41. Consecutive year of system-wide sales gains. Eat Mor Chikin Inspire More People: Doing Business the Chick-Fil-A Way. By company founder, S. Truett Cathy. Chick-Fil-A does things a bit differently. Eat Mor Chikin: Inspire ...
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August | 2009 | Compounding Machines
https://compoundingmachines.wordpress.com/2009/08
Archive for August 2009. Black, Sivalls and Bryson, Inc. (circa 1962) = Cigar Butt. Here is another holding from the 1962 year-end statement of the Buffett Partnership Ltd. Black, Sivalls and Bryson, Inc. (BS&B) was the 18th largest holding (18/54) accounting for 1.8% of the net assets. Buffett owned 13,353 shares @ $13.31 per share, totaling $177,762. This company was a cigar butt! August 16, 2009 at 7:05 pm. Posted in Buffett Partnership Ltd. 2009 Sears Holdings Annual Meeting Notes. 8211; Appliances: ...
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February | 2009 | Compounding Machines
https://compoundingmachines.wordpress.com/2009/02
Archive for February 2009. Sears Holdings – Chairman’s Letter. Leave a comment ». Sears Holdings owners really only have two chances per year to find out what is on the mind of the company’s Chairman, Eddie Lampert. One is the annual meeting in May and the second is the annual shareholder letter which was released this morning concurrent with the release of Q4 and full-year 2008 results. Here is the link to the letter:. The Road to Serfdom. Restoring confidence is an understanding of the rules of the gam...
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February | 2011 | Compounding Machines
https://compoundingmachines.wordpress.com/2011/02
Archive for February 2011. Full Video of Buffett’s Salomon Brothers Testimony – 1991. Leave a comment ». Http:/ www.c-spanvideo.org/program/Trading. February 13, 2011 at 10:04 pm. Columbia – Heilbrunn Center. Corner of Berkshire and Fairfax. Manual of Ideas Blog. Ragnar Is A Pirate. The Investor’s Consigliere. Thoughts on Value Investing. Univ of Western Ontario – Ben Graham Centre. Value Investor’s Club. What's a Compounding Machine? Blog at WordPress.com. Blog at WordPress.com.
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March | 2009 | Compounding Machines
https://compoundingmachines.wordpress.com/2009/03
Archive for March 2009. Tom Russo – Columbia Business School Speech. Leave a comment ». Here is a link to a presentation given by Tom Russo to a value investing class taught by Bruce Greenwald at Columbia Business School on February 26th. Worth watching. Thomas A. Russo, Gardner Russo and Gardner. Mr Russo’s goal is one of an absolute return rather than a relative return, and he continues his long-term investment objective of compounding assets between 10 and 20 percent per year without great turno...
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My New Favorite Website | Compounding Machines
https://compoundingmachines.wordpress.com/2009/04/01/my-new-favorite-website
My New Favorite Website. Last month, the New York Times DealBook created a website called. I love it. They search through proxy filings looking for ridiculous perquisites awarded to managers of America’s largest companies. Call me an idealist, but I would be either embarrassed or outraged if I worked for or owned these companies. At the very least it is good for a laugh and/or shake of the head. Here is one example:. Http:/ dealbook.blogs.nytimes.com/category/perks-watch/. April 1, 2009 at 1:01 am. Colum...
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April | 2009 | Compounding Machines
https://compoundingmachines.wordpress.com/2009/04
Archive for April 2009. The University of Western Ontario Ivey School of Business posted a videoconference with Seth Klarman. Klarman is the founder of The Baupost Group and a very successful value investor. The video which lasts just over an hour, was taped in March. Thanks go to the Ivey School for sharing such a valuable resource! The video can be found here: Enjoy! Http:/ www.bengrahaminvesting.ca/Resources/videos.htm. April 28, 2009 at 7:21 pm. My New Favorite Website. April 1, 2009 at 1:01 am.
