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Ivy Investing

Monday, October 14, 2013. Grupo Prisa: Why the Sudden Rise? Here is a link to the announcements:. Http:/ www.prisa.com/en/accionistas/. Whitney Tilson, whose fund has a large position in PRIS, has long maintained that PRIS would rise again. The ultimate point here is that PRIS' assets are worth a lot more than its current price, even after the recent run up. It's still risky but appears undervalued even accounting for the risk. Posted by An Observer. Thursday, October 10, 2013. Posted by An Observer.

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Monday, October 14, 2013. Grupo Prisa: Why the Sudden Rise? Here is a link to the announcements:. Http:/ www.prisa.com/en/accionistas/. Whitney Tilson, whose fund has a large position in PRIS, has long maintained that PRIS would rise again. The ultimate point here is that PRIS' assets are worth a lot more than its current price, even after the recent run up. It's still risky but appears undervalued even accounting for the risk. Posted by An Observer. Thursday, October 10, 2013. Posted by An Observer.
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Ivy Investing | limbinvest.blogspot.com Reviews

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Monday, October 14, 2013. Grupo Prisa: Why the Sudden Rise? Here is a link to the announcements:. Http:/ www.prisa.com/en/accionistas/. Whitney Tilson, whose fund has a large position in PRIS, has long maintained that PRIS would rise again. The ultimate point here is that PRIS' assets are worth a lot more than its current price, even after the recent run up. It's still risky but appears undervalued even accounting for the risk. Posted by An Observer. Thursday, October 10, 2013. Posted by An Observer.

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Ivy Investing: Follow Up on Twitter, Tweeter, and the Efficient Market Hypothesis

http://limbinvest.blogspot.com/2013/10/follow-up-on-twitter-tweeter-and.html

Wednesday, October 9, 2013. Follow Up on Twitter, Tweeter, and the Efficient Market Hypothesis. So I got curious after my previous post on all the folks mistakenly buying near-dead stock Tweeter, apparently thinking it was Twitter (which hasn't even had an IPO yet). Are people really that careless (a diplomatic way of putting it)? Or is there something else at work here, such that what appears to be a mistake is actually the work of highly refined minds? At the end of the day, we do not know what the rea...

2

Ivy Investing: Goldman and Bank of America Exiting China Bank Investments

http://limbinvest.blogspot.com/2013/09/goldman-and-bank-of-america-exiting.html

Friday, September 13, 2013. Goldman and Bank of America Exiting China Bank Investments. I found it interesting to learn that Goldman Sachs has completely divested its investment in Industrial and Commercial Bank of China, the largest bank in China. The divestment occurred earlier this year and was one of a series of stock sales by Goldman which now no longer holds any stock in the Bank, according to publicly available information. But let's walk one step further here. The stocks sales by Goldman and ...

3

Ivy Investing: October 2012

http://limbinvest.blogspot.com/2012_10_01_archive.html

Friday, October 5, 2012. Follow Up on Mortgage Insurer Stocks As Junk Bonds. I've done some further reading on the mortgage insurance situation and it is interesting enough to merit a second post. The below article is a good overview of the competing interests trying to stake claims in the mortgage insurance arena after 3 of the main players were shut down by regulators in the last few years (one of them, PMI). Let me give you what I believe are the most salient points:. My thoughts: MGIC should probably...

4

Ivy Investing: December 2012

http://limbinvest.blogspot.com/2012_12_01_archive.html

Thursday, December 27, 2012. Google's Other Search Engine. Because it is also my number one source for discovering and listening to music. Compare this with Pandora and Spotify, darlings of internet radio, both of whom are struggling to make a profit because no one wants to pay for their services. And Youtube is not just music, of course. Want to see an interview with Dean Martin from 1969? A clip from the 1975 World Series? Footage of an A-10 in combat over Afghanistan? Where are you going to go? And Yo...

5

Ivy Investing: Grupo Prisa: Why the Sudden Rise?

http://limbinvest.blogspot.com/2013/10/grupo-prisa-why-sudden-rise.html

Monday, October 14, 2013. Grupo Prisa: Why the Sudden Rise? Here is a link to the announcements:. Http:/ www.prisa.com/en/accionistas/. Whitney Tilson, whose fund has a large position in PRIS, has long maintained that PRIS would rise again. The ultimate point here is that PRIS' assets are worth a lot more than its current price, even after the recent run up. It's still risky but appears undervalued even accounting for the risk. Posted by An Observer. Subscribe to: Post Comments (Atom).

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THE BIG BIG BET: June 2013

http://bigbigbet.blogspot.com/2013_06_01_archive.html

THE BIG BIG BET. You may be sitting at work or staring at your laptop, sipping on your $4 investment as you calculate your worth-per-minute. Your borderline obsessive-compulsive hampsters spin the gray matter and recall the balances of your E*trade and Intrade accounts. This leads you to THE BIG BIG BET; investing,economics, and the pop of today. Saturday, June 29, 2013. Get a Grip on (or) Ghosts of Girlfriends Past. Murdering his daughter and girlfriend. But Simmons' response was a bit more puzzling&#46...

bigbigbet.blogspot.com bigbigbet.blogspot.com

THE BIG BIG BET: June 2012

http://bigbigbet.blogspot.com/2012_06_01_archive.html

THE BIG BIG BET. You may be sitting at work or staring at your laptop, sipping on your $4 investment as you calculate your worth-per-minute. Your borderline obsessive-compulsive hampsters spin the gray matter and recall the balances of your E*trade and Intrade accounts. This leads you to THE BIG BIG BET; investing,economics, and the pop of today. Sunday, June 10, 2012. That day in Chicago, why did you stand up? Because I didn't want to see you fail.". Glenn Close to Robert Redford in The Natural. Either ...

bigbigbet.blogspot.com bigbigbet.blogspot.com

THE BIG BIG BET: February 2012

http://bigbigbet.blogspot.com/2012_02_01_archive.html

THE BIG BIG BET. You may be sitting at work or staring at your laptop, sipping on your $4 investment as you calculate your worth-per-minute. Your borderline obsessive-compulsive hampsters spin the gray matter and recall the balances of your E*trade and Intrade accounts. This leads you to THE BIG BIG BET; investing,economics, and the pop of today. Thursday, February 9, 2012. Purple Drank and The Fat Chef. Subscribe to: Posts (Atom). Investment of the Day. Grupo Prisa: Why the Sudden Rise? This is a forum ...

bigbigbet.blogspot.com bigbigbet.blogspot.com

THE BIG BIG BET: May 2012

http://bigbigbet.blogspot.com/2012_05_01_archive.html

THE BIG BIG BET. You may be sitting at work or staring at your laptop, sipping on your $4 investment as you calculate your worth-per-minute. Your borderline obsessive-compulsive hampsters spin the gray matter and recall the balances of your E*trade and Intrade accounts. This leads you to THE BIG BIG BET; investing,economics, and the pop of today. Saturday, May 12, 2012. Nah, More Like 1999. I better get in before it's too late. Subscribe to: Posts (Atom). Investment of the Day. Subscribe in a reader.

bigbigbet.blogspot.com bigbigbet.blogspot.com

THE BIG BIG BET: Start Your Engines

http://bigbigbet.blogspot.com/2013/02/start-your-engines.html

THE BIG BIG BET. You may be sitting at work or staring at your laptop, sipping on your $4 investment as you calculate your worth-per-minute. Your borderline obsessive-compulsive hampsters spin the gray matter and recall the balances of your E*trade and Intrade accounts. This leads you to THE BIG BIG BET; investing,economics, and the pop of today. Saturday, February 2, 2013. Can we get the chemicals in. Cause anything's better than this. Mix it up with Vicodin. Cause anything's better than this. When I vo...

bigbigbet.blogspot.com bigbigbet.blogspot.com

THE BIG BIG BET: 'Bout That Action

http://bigbigbet.blogspot.com/2014/01/bout-that-action.html

THE BIG BIG BET. You may be sitting at work or staring at your laptop, sipping on your $4 investment as you calculate your worth-per-minute. Your borderline obsessive-compulsive hampsters spin the gray matter and recall the balances of your E*trade and Intrade accounts. This leads you to THE BIG BIG BET; investing,economics, and the pop of today. Friday, January 31, 2014. Bout that action, boss.". Marshawn Lynch, when asked why he's not talking more at the Super Bowl. Subscribe to: Post Comments (Atom).

bigbigbet.blogspot.com bigbigbet.blogspot.com

THE BIG BIG BET: September 2012

http://bigbigbet.blogspot.com/2012_09_01_archive.html

THE BIG BIG BET. You may be sitting at work or staring at your laptop, sipping on your $4 investment as you calculate your worth-per-minute. Your borderline obsessive-compulsive hampsters spin the gray matter and recall the balances of your E*trade and Intrade accounts. This leads you to THE BIG BIG BET; investing,economics, and the pop of today. Wednesday, September 5, 2012. China slowing ( really slowing. Germany slowing, and the U.S. has. Subscribe to: Posts (Atom). Investment of the Day. This is a fo...

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THE BIG BIG BET: Ain't No Way

http://bigbigbet.blogspot.com/2012/06/aint-no-way.html

THE BIG BIG BET. You may be sitting at work or staring at your laptop, sipping on your $4 investment as you calculate your worth-per-minute. Your borderline obsessive-compulsive hampsters spin the gray matter and recall the balances of your E*trade and Intrade accounts. This leads you to THE BIG BIG BET; investing,economics, and the pop of today. Sunday, June 3, 2012. One NBA assistant coach told the broadcasters before a game, "ain't no way we're winning this motherfucker.". Investment of the Day. Today...

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Hold 'Em Scholar: June 2007

http://holdemscholar.blogspot.com/2007_06_01_archive.html

Some Serious Thinking About No Limit Texas Hold 'Em Poker. Thursday, June 28, 2007. When to Look at Your Cards. Phil Gordon says not until it's your play (Gordon,. P 26) Cloutier/McEvoy say look at your hand as soon as you have both cards (C/M 121). Gordon's reasoning: if you look before play gets to you, you might lose interest in the hand and not pay attention to play in front of you. Or you might give the other players a tell if you have a good hand. Posted by An Observer. Wednesday, June 27, 2007.

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Ivy Investing

Monday, October 14, 2013. Grupo Prisa: Why the Sudden Rise? Here is a link to the announcements:. Http:/ www.prisa.com/en/accionistas/. Whitney Tilson, whose fund has a large position in PRIS, has long maintained that PRIS would rise again. The ultimate point here is that PRIS' assets are worth a lot more than its current price, even after the recent run up. It's still risky but appears undervalued even accounting for the risk. Posted by An Observer. Thursday, October 10, 2013. Posted by An Observer.

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