$DEXO 20% Short position can’t exit through 0.36% freely trading window with 99.64% held by Long non-retail, registered, institutional-type holders
just my notes: have you done any research on the total institutional holdings for SPMD and DEXO now that kyle bass has bought in? i feel like the shares short…
DEX ONE CORPORATION – Robert Mead! 5%
http://secfilings.com/searchresultswide.aspx?link=1&filingid=9075178 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) …
$DEXO $SPMD – My Timeline – Starting June 2011
The Bottom Is in for Dex One Corp. on Tue, Jun 21, 2011 • DEXO, GOOG, SPMD • 17 Comments Buffett Would Buy SuperMedia If He Knew About It on Tue, Jun 26, 2012 • DEXO, LEE, SPMD • 17 Comments Super Media Is Best…
March 13, 2013 $DEXO $SPMD Favorite 1,200 Pages Ever!
http://www.otcmarkets.com/edgar/GetFilingHtml?FilingID=9068231 Love the liquidation analysis! Excellent illustration how voting no is stupid. QUESTIONS AND ANSWERS The following are some questions that you, as a stockholder of either Dex One or…
Yellow Media $264M vs my est. $262M in revenue. $141M in EBITDA vs my $128M in EBITDA
This supports my thesis that the CBCA was effectively a default on their equity obligations due to management’s inability to negotiate a crisis extension with creditors and instead hand them…
Employment-Population Ratio
The employment-to-population ratio is the best measure of labor market conditions and it currently shows that there has been almost no improvement whatsoever over the past three years http://en.wikipedia.org/wiki/Employment-to-population_ratio The…
On Position Sizing and Risk – Perspective is everything
Rules, everyone loves rules. I am sure that you have heard them. I am supposed to be writing my book but I am breaking my own rules and doing this…
$BBY $AIG $AAPL $Y $DEXO $SPMD $HTCH $NFLX $CYBX
BBY – Best Buy is still pretty cheap, but not as cheap as it was… if you own it, I’d continue to hold and look to sell around $20. AIG…
Reggie Middleton @ Boom Bust Blog – Genius
http://www.zerohedge.com/contributed/2013-01-11/new-sheriff-make-business-model-coming-town-us-wireless-carriers-and-he-wont- T-Mobile doesn’t seem content, so it decided to do what most of the carriers should have done a long time ago. T-Mobile is breaking the wireless carrier contract hegemony…
Kyle Bass $JPY – too bad he’s wrong
it’s too bad that he has an incorrect understanding on systemic risk. he should probably consider the difference between currency users and currency issuers. i love that he is…