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- Sears: Which Is a Better Buy - the Equity or the Bonds?
- Wide Moat Investing submits: Inspired by Warren Buffett’s recent forays into the fixed income and preferred stocks, I have spent more time looking through quotes in the bond market. And some very interesting anomalies you will find. Take, for instance, the 5.375 senior notes of [[AIG]] (cusip: 02635PRT2), due 10/01/2012,...
- External links 2009-03-06
- Peerless Systems Gets Ready to Rumble with Highbury Financial
- Wide Moat Investing submits: It is our daily habit to take a stroll through the recently filed Schedule 13Ds and 13Gs. On rare occasions we uncover a viable investment with an activist pushing to catalyze sedentary management. On rarer occasions we find agitated investors angling for a fight. In the...
- External links 2009-07-21
- Book Review: 'Invest Like a Dealmaker' by Christopher Mayer
- Wide Moat Investing submits: What’s the old bromide—never judge a book by its title? In the case of Christopher Mayer’s Invest Like a Dealmaker: Secrets from a Former Banking Insider (Wiley, 2008), my mind conjured up understuffed chairs in a sleepy room filled with Donald Trump, Wallace Wattles, and a...
- External links 2009-07-05
- XTENT Extends a Lesson in Shorting Biotechs
- Wide Moat Investing submits: On May 15th, the Board of XTENT, Inc. XTNT announced that it had approved a plan of dissolution. Since liquidations often involve significant uncertainty—particularly concerning distribution timelines—I have found them a fruitful place to look for market inefficiencies. Prior to the announcement, the stock traded at...
- External links 2009-06-07
- Would Buffett Consider Google a Great Investment?
- Wide Moat Investing submits: Some recent fussing over Google GOOG has followed from an unlikely source—the Berkshire Hathaway (BRK.A) annual meeting. During a Sunday press conference, Charlie Munger quipped that “Google has a huge new moat. In fact I’ve probably never seen such a wide moat.” ...
- External links 2009-05-31
- Three Concerns over eBay's Q1
- Wide Moat Investing submits: eBay EBAY filed its first quarter 10-Q at the end of April, and the stock price launched. With two highly lucrative toll-booth businesses—brokered sales and payment services Paypal—and an exceedingly low price (briefly selling below $10 per share earlier this year), it caught our attention earlier...
- External links 2009-05-12
- Wells Fargo CEO's Management Style Works to Widen the Moat
- Wide Moat Investing submits: Spring is the season for annual reports, and many executives use the occasion to spin a few tales about business in the year past. Though ostensibly these are letters from management to the boss—that is, the owners—far too many seem to take their storytelling lessons from...
- External links 2009-05-06
- Limco-Piedmont: Compelling Opportunity
- Wide Moat Investing submits: THESIS: Limco-Piedmont Inc. LIMC, trading at less than 50% of book value and about 55% of net tangible assets, offers both a compelling merger arbitrage opportunity and the potential for long-term gains. However, this opportunity is best suited for small funds and individual investors, as...
- External links 2009-05-03
- Rocky Mountain Chocolate Factory: Rocky Mountain Cash Factory?
- Wide Moat Investing submits: Lately I’ve been sleuthing for rational capital management. Impressed by FortuNet’s cash distribution FNET, disappointed by Moody’s MCO stagnant buyback plan, and annoyed by KSW’s passivity KSW, it is clear to me that rational management can be found in unlikely places, and that even the...
- External links 2009-04-24
- FortuNet Makes a Fortunate Decision on Dividends
- Wide Moat Investing submits: Truly rational capital management too rarely resides in the executive suites of publically traded businesses. More often, a myopic focus fixes on growing the empire by acquiring more assets, all while ignoring the owners’ interests—the productive use of retained earnings. Or, perhaps worse, abdicated...
- External links 2009-04-21
- Economic Moats and Pricing Power
- Wide Moat Investing submits: What products do you use that you would be willing to pay double the current price? Food and energy, being necessities, would be likely candidates. Of course, doubled prices would likely change your consumption habits. How about discretionary items? Books, news subscriptions, your iPhone AAPL? ...
- External links 2009-04-16
- EBay Appears to Be Refocusing on Core Businesses
- Wide Moat Investing submits: Rumors and news about eBay EBAY are popping onto the business newswire these days. Whatever they’re sizzling in their pan, it smells and looks like a new recipe. For a corporation with two excellent, high margin, wide moat businesses—auctions and Paypal—shareholders would welcome and do deserve...
- External links 2009-04-14
- Shrinking Moat Around Moody's
- Wide Moat Investing submits: Moody’s Corporation MCO is “a provider of i credit ratings and related research, data and analytical tools, ii quantitative credit risk measures, risk scoring software, and credit portfolio management solutions and iii securities pricing software and valuation models” (10-K from 3/2/09). They operate their business...
- External links 2009-04-06
- Nova Chemicals: Gambling Before Bankruptcy
- Wide Moat Investing submits: Much toil and time is given to the study of markets and businesses. New insights can be interesting; the characters we encounter entertaining; and the bargains rock bottom. For the rainmakers out there, the latter are likely most useful, as every field needs a periodic...
- External links 2009-04-02
- More Buffett Successor Speculation: Truly Irrelevant
- Wide Moat Investing submits: [Today, we have a guest author, Daniel Wahl, from The Guru Five. Thanks Daniel.] As usual, Buffett can’t shake someone’s hand without the press immediately speculating whether that person is or is not going to be his successor. Getting old isn’t all beer...
- External links 2009-04-01
- Buffettology: Book Represents Buffett's Approach to Investing
- Wide Moat Investing submits: Today I spent some time with Mary Buffett and David Clark’s Buffettology (Simon & Schuster, 1997), which highlights Buffett’s divergence from his teacher Ben Graham over the years, leaving behind the “cigar butt” approach to investing in favor of buying excellent businesses at good prices. ...
- External links 2009-03-27
- KSW: In the Bargain Bin
- Wide Moat Investing submits: In addition to holding wide moat companies purchased at a discount, a significant portion of our portfolio resides in profitable businesses selling for substantially less than their liquidation value. As we see it, in these situations, we are not only buying the companies’ assets at a...
- External links 2009-03-16
- Tucows: Cash-Rich and Largely Unlevered
- Wide Moat Investing submits: In the past, we’ve profiled a handful of microcap companies (FNET, KSW, LIMC, RMCF), either with discernible competitive advantages, particularly rational management, or an imminent catalyst for unlocking shareholder value. We continue in that vein today by profiling Tucows, Inc. TCX, an ICANN-accredited internet...
- External links 2009-07-31
Additional Resources
- Rocky Mountain May Have a Rocky Road Ahead
- Saj Karsan submits: Many value investors are extolling the virtues of Rocky Mountain Chocolate Factory RMCF, and with good reason. The stock has a P/E of 8, while the company has almost no debt and has managed to stay profitable throughout this downturn. As noted at Wide Moat Investing, the...
- External links 2009-05-07
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