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WideMoat

  1. @SimoleonSense I'd like to join SumZero. 10:02 PM Sep 14th from web in reply to SimoleonSense
  2. @valuestocks I hold $VXGN as well; I'm hoping the liquidators prevail. 12:43 PM Sep 8th from web in reply to valuestocks
  3. @Jae_Jun Re: $ASPN; but yes, I think it's more likely than not that they liquidate. 11:34 AM Sep 5th from web in reply to Jae_Jun
  4. @Jae_Jun Re: $ASPN; worst case timeline I believe, we wait until next year's annual meeting in Apr 2010. Biggest worry is an acquisition. 11:10 AM Sep 5th from web in reply to Jae_Jun
  5. Purchases this week: $MDZ, $ASPN, $MMCE; sales: $LMDIA/DTV long/short 2:15 PM Sep 4th from web
  6. @farnamstreet Thanks for highlighting Mungerisms--http://mungerisms.blogspot.com/ 2:08 PM Sep 4th from web in reply to farnamstreet
  7. So I finally understand the Cerberus name. The three-headed dog is between the investor and his money. http://bit.ly/cEpEx 2:03 PM Sep 4th from web
  8. @valuestocks Yep, that's right 7:02 AM Aug 18th from web in reply to valuestocks
  9. @valuestocks Let's say a company wants 5 million shares, but 10 million are tendered. Then each tenderer gets 50% cashed out, and 50% back 9:32 PM Aug 17th from web in reply to valuestocks
  10. @noisefreeinvest Thanks for the notes. I owe you one--pick the company, preferably with an annual meeting in an exotic locale. 10:32 PM Aug 14th from web in reply to noisefreeinvest
  11. New blog post--a brief analysis of Tucows $TCX. http://widemoatinvesting.com 10:35 PM Jul 30th from web
  12. @rationalwalk Read the $PAYX 10-K also. Earnings should really improve once short-term rates rise a bit. Great ROE, lots of cash flow. 10:58 AM Jul 21st from web in reply to rationalwalk
  13. Limco-Piedmont $LIMC Files to Delist; more at the blog-- http://widemoatinvesting.com/ 8:52 AM Jul 2nd from web
  14. New blog post--"What was Sam [Walton] Saying in 1977?" 10:15 PM Jul 1st from web
  15. @rationalwalk Nice find; I'll check out Charlottesville libraries tomorrow, but I'm not optimistic 9:47 PM Jun 29th from web in reply to rationalwalk
  16. New blog post--on shorting XTENT ($XTNT) 1:34 PM Jun 5th from web
  17. @Greenbackd Not to doubt you, but where did you hear about $VXGN? 10:26 PM May 28th from web in reply to Greenbackd
  18. @FatPitch Looking at the latest 10-q, the XTNT's royalties and operating leases are off balance sheet (see Note 7). 11:13 AM May 28th from web in reply to FatPitch
  19. @PlanMaestro I'm a buyer of QLTI at these levels... don't expect a VNDA though. After backing out the cash, very cheap. Tax conseq though 5:06 PM May 27th from web in reply to PlanMaestro
  20. @FatPitch I've looked at XTNT but worry there will nothing left at liquidation. Cash burn was high in Q1;and they owe 1.7 mill in royalties 4:55 PM May 27th from web in reply to FatPitch