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- Credit Markets Overstate Sears Bankruptcy Risk
- The Manual of Ideas submits: Credit markets estimate the probability of Sears Holdings SHLD going bankrupt at 26%, according to a December 22nd Credit Suisse research report entitled, “Retail Bankruptcies & Store Closures.” This compares to 18% for Saks SKS, 18% for Dillard’s DDS, 13% for Macy’s M, and 5%...
- External links 2008-12-23
- K-Swiss Has Strong Downside Protection
- The Manual of Ideas submits: As investors, we often seek perfection in our investments. We want a wide-moat business with high returns on capital and recurring revenue streams, a fast-growing and fragmented market that offers plenty of opportunity for share gains, a rock-solid balance sheet, and a...
- External links 2009-03-23
- Steve Cohen's Evolving Interest in Sotheby's
- The Manual of Ideas submits: The British paper The Telegraph reports on Steve Cohen's past indulgences at the auction house Sotheby's (NYSE: BID), as well as Cohen's current interest in the auction house itself. We've taken cursory looks at Sotheby's in the past and find the current valuation quite interesting....
- External links 2009-03-27
- Value Investing Seminar: Danilo Santiago Favors Lowe's, Home Depot
- The Manual of Ideas submits: Danilo Santiago, founding partner of Rational Asset Management, presented at the Value Investing Seminar last week. Santiago outlined his long thesis on Lowe's LOW and Home Depot HD. Excerpts from his speech follow: Investment Philosophy by The Manual of Ideas
- External links 2009-07-21
- High Executive Pay Not Out of Style at Abercrombie & Fitch
- The Manual of Ideas submits: By Zain Griffith It pays well to work at Abercrombie & Fitch ANF, especially if you’re CEO Mike Jefferies. According to a report recently cited by The Deal, Jefferies received $71.8 million in total compensation in 2008—making him the 10th highest paid CEO in the...
- External links 2009-09-02
Additional Resources
- B&N's Nook e-reader: Weirdly unrevolutionary
- It would be nice to say, as Matt Miller has, that the e-book and e-reader market was revolutionized today. It simply got more interesting. A careful reading of the $259 Nook's features, and the comparison offered by B&N to the $259 Amazon Kindle 2, reveals that, while it packs a...
- News items 2009-10-20
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