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Punch Taverns | bert frenso
https://bertfresno.wordpress.com/2008/10/07/punch-taverns
Investing, technology and new zealand. Excerpt from Greenlight Capital’s recent letter to investors. Which talks about Punch Taverns (PUB). Seems to agree putting a valuation of 5.25. Share on the PUB. This entry was posted on Tuesday, October 7th, 2008 at 1:46 pm and is filed under blogs. You can follow any responses to this entry through the RSS 2.0. Feed You can leave a response. From your own site. Laquo; Previous Post. Next Post ». October 7, 2008 at 9:45 pm. Leave a Reply Cancel reply. Greenlight C...
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Portfolio | bert frenso
https://bertfresno.wordpress.com/portfolio
Investing, technology and new zealand. Full positions (10% of my portfolio). AXP purchased on 2-Sept-2008 at US$40.63. SHLD purchased on 2-Sept-2008 at US$92.34. SATS purchased on 12-Sept-2008 at US$28.77. WINN purchased on 26-Sept-2008 at US$13.52. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Google account. ( Log Out.
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Latticework Investor | bert frenso
https://bertfresno.wordpress.com/2009/05/11/latticework-investor
Investing, technology and new zealand. I have started a new blog Latticework Investor. From now on any new blog posts will be found there. This entry was posted on Monday, May 11th, 2009 at 1:15 pm and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0. Feed You can leave a response. From your own site. Laquo; Previous Post. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public).
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Porsche Stub Stock | bert frenso
https://bertfresno.wordpress.com/2008/10/13/porsche-stub-stock
Investing, technology and new zealand. One last post about Greenlight Capital’s letter to investors. Below is a excert about Porsche AG, who holds a 35% interest in Volkswagen, an investment that is larger than Porsche’s current market cap. PAH3’s market cap is 13.3 billion and it has 4.2 billion of net debt. At current market prices, the company’s 35% interest in Volkswagen is worth 28.9 billion. This entry was posted on Monday, October 13th, 2008 at 1:28 pm and is filed under investing.
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Inflation | bert frenso
https://bertfresno.wordpress.com/2008/11/28/inflation
Investing, technology and new zealand. A few recent articles have caught my eye about the potential for inflation to spike up in the next few years, as a result of the financial bailouts. From Seth Karlman from Street Capitalist. With the orginal post here. And this comment from International Value Advisers’ Charles de Vaulx in the latest issue of Value Investors Insight. Do you still have an affinity for gold? This entry was posted on Friday, November 28th, 2008 at 11:05 am and is filed under investing.
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Greenlight Capital’s Letter To Investors | bert frenso
https://bertfresno.wordpress.com/2008/10/07/greenlight-capitals-letter-to-investors
Investing, technology and new zealand. Greenlight Capital’s Letter To Investors. Dealbreaker has posted four investor letters from prominent hedge funds. The letter from Greenlight Capital (pdf). It contains lots of great investment ideas, following this post I will share what I think are the two best ideas mentioned. This entry was posted on Tuesday, October 7th, 2008 at 1:39 pm and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0. Feed You can leave a response.
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Pershing Square Letter to Investors | bert frenso
https://bertfresno.wordpress.com/2008/11/18/pershing-square-letter-to-investors
Investing, technology and new zealand. Pershing Square Letter to Investors. Has a copy of Bill Ackerman’s letter to investors. It is a good read with details about specific investments, their attitude to investing and how they operate their fund. Here are a few excerpts:. We are currently witnessing the greatest deleveraging event in history. As such, it may be reasonable to conclude that the forced liquidation that is now taking place may not be a prolonged process. You can follow any responses to this ...
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Resources | bert frenso
https://bertfresno.wordpress.com/resources
Investing, technology and new zealand. Centaur Capital Zeke Ashton. Childrens Investment Fund Chris Hohn. Fairholme Fund Bruce Berkowitz. Force Capital Robert Jaffe. Greenlight Capital David Einhorn. Icahn Capital Carl Ichan. Legg Mason Bill Miller. Nierenberg Investment Management – David Nierenberg. Pabrai Investment Funds Mohnish Pabrai. Perry Capital Richard Perry. Pershing Square Bill Ackman. Sellers Capital Mark Sellers. Spencer Capital Management Kenneth Shubin Stein. The Baupost Group Seth Karman.
latticeworkinvestor.wordpress.com
Resources | Latticework Investor
https://latticeworkinvestor.wordpress.com/resources
Leave a comment ». Centaur Capital Zeke Ashton. Childrens Investment Fund Chris Hohn. Fairholme Fund Bruce Berkowitz. Force Capital Robert Jaffe. Greenlight Capital David Einhorn. Icahn Capital Carl Ichan. Legg Mason Bill Miller. Nierenberg Investment Management – David Nierenberg. Pabrai Investment Funds Mohnish Pabrai. Perry Capital Richard Perry. Pershing Square Bill Ackman. Sellers Capital Mark Sellers. Spencer Capital Management Kenneth Shubin Stein. Springhouse Capital Brian Gaines. The Ideas Repor...
tekfin.com
Will financial information become the next “commodity” data?Tekfin | Tekfin
http://tekfin.com/2010/08/02/will-financial-information-become-the-next-commodity-data
Will financial information become the next “commodity” data? August 2, 2010. Bernard Lunn of SemanticWeb. Wrote a great post on XBRL and the impact it can have on the different layers of the stack using financial information. His article is greatly detailed so if you haven’t done it yet: read it! As quoted in this other article on XBRL Financial Information. From my understanding, Trefis. Another company aiming at the financial analysis market is ValueCruncher. Did to newspaper classifieds. Take a mu...
