In this series, we suggest worthwhile reading material on a variety of topics of general interest. What to Make of the ‘Davos Class’ in the Trump Era – The New York Times, January 16, 2017. Andrew Ross Sorkin reports on
In this article, we will take a look at whether an examination of Investors Title’s real estate holdings that goes beyond the company’s SEC filings may reveal hidden real estate value not reflected in the company’s stated shareholders’ equity. Read the article for more details.
Edward Lampert, Founder of ESL Investments and Chairman of Sears Holdings Corporation, has released his annual letter to shareholders. Mr. Lampert’s investment style has often been compared to Warren Buffett’s approach particularly when it comes to capital allocation. While many companies fail to adhere to disciplined capital allocation practices, Sears has taken a more intelligent approach. Read this article for more details.