Keck Seng Investments (HK) Limited(HKG:0184) – will thrower notes HKD$4.18 4% yield
Macau residential property prices were up 20% quarter over quarter in Q1, now averaging HK$7,200/sqft. Great news for MPO:LN and 184:HK. Keck Seng’s flats are now worth roughly 50% more from the last…
$ENRO Eniro $DXM $Y $Y.CA Comparable EV/EBITDA ballpark math 6.85x 77% Digital
Eniro is a leading search company in the media industry, with operations in Sweden, Norway, Denmark, Finland and Poland. In 2012, 77 percent of the company’s revenues derived from digital media…
$BP $43.52 5% yield – looks relatively undervalued and has my favorite value investors on board
Jake Huneycutt – see the comments here Bret Jensen – he likes it Seth Klarman – yep BP – it’s probably worth more.. $55-$65 if you ask me. ~5% yield…
I love Will Thrower $y – wrote this may 9 2013
Makes the 9% we’re making on the yellow media bonds look stupid. I’m going to get rich on these warrants. Never been so certain of anything in my life. I’m getting more…
The Psychology of Human Misjudgment – Charlie Munger
http://www.rbcpa.com/Mungerspeech_june_95.pdf CHARLIE MUNGER ON THE PSYCHOLOGY OF HUMAN MISJUDGMENT Speech at Harvard University Estimated date: June, 1995 Transcription, comments [in brackets] and minor editing by Whitney Tilson (feedback@tilsonfunds.com) Moderator: …and…
$DXM .15% still short. Shorts slowly putting on pants.
This would indicate not much short covering so far, but we are seeing a little. Analysis below: Settlement Date Short Interest Avg Daily Share Volume Days To Cover 5/15/2013…
Sign the Petition – Glen for CEO of Yellow Media $Y $Y.CA $Y.CN
http://globalspeculation.wufoo.com/forms/yellow-media-ceo-glen-bradford/
$MNI Will Thrower Notes
There are some encouraging developments going on over at MNI. They refinanced most of their debt at alower interest rate and pushed most of the maturities 10 years out from now. The…
$Y $Y.CN $Y.CA Revised Forecast Yellow Media
YLO debt Stay tuned. I will be updating my website with my proposal outlining what I would do as Yellow Media CEO.
$DXM S&P Rates Dex Media Inc. ‘B-‘; Outlook Neg
(SPC) X-S&P Rates Dex Media Inc. ‘B-‘; Outlook Neg +——————————————————————————+ X-S&P Rates Dex Media Inc. ‘B-‘; Outlook Neg 2013-05-17 22:05:11.871 GMT — Dallas, Texas-based marketing solutions provider…