Blogs about: Specific Investments
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Friendlys Icecream
How did sleepy old Friendlys (FRN) restaurants land in the middle of a dramatic take-over battle? Here’s the “back-story” as I understand it: Blake versus Smith: Founded in the 1930… more →
Money is Good
Friendlys Icecream
wrote 2 years ago: How did sleepy old Friendlys (FRN) restaurants land in the middle of a dramatic take-over battle? He … more →
Netflix/Blockbuster: bird's eye view
wrote 2 years ago: I recently started to look at Netflix (NFLX) as an investment. My summary is that it’s a reall … more →
PFN
wrote 3 years ago: March 2006: This is junk (BB), but it is run by PIMCO, so that lets me sleep easy. It’s a floa … more →
GM
wrote 3 years ago: GM just announced a loss for Q2-2006. However, the major cause was the restructing costs (previous p … more →
PHM
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wrote 3 years ago: Summary:I ought to buy some PHM; only, not just yet I like everything I’ve read about Pulte Ho … more →
C
wrote 3 years ago: C is around $49 and paying $2 as dividend. The Jan 2008 $45 calls are around $7.40 So, best-case sce … more →
Home-builder stocks
wrote 3 years ago: Summary: The slow-down is just starting For a few years now, there has been talk of a coming bust i … more →
BUD
wrote 3 years ago: I am in BUD because Buffett bought BUD in the $45 – $50 range. Turns out a lot of other Gurus … more →
