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Dynegy

Dynegy (DYN) was another idea I saw in the manual of ideas. The company is mentioned as an holding of Icahn (15%) and Altai Capital (5%).  Seneca was also a large holder (12%). The company was trading...

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Primo Water

This is another idea from the Manual of Ideas, listed as  a holding of Chuck Akre. Primo Water (PRMW) provides three and five-gallon purified bottled water bottles, self-serve filtered drinking water,...

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Links of Interest

A few interesting articles worth reading. In April, two weeks before the “Whale Loss” was public, JP Morgan was expected to earn $1.21 a share. Yesterday, they reported earnings of $1.21 a share...

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Cbeyond

Cbeyond (CBEY) is a Voice over Internet Protocol-based managed services provider for small businesses. I have wanted to do a deep dive into this company for a while now. The very good Cheap Stocks blog...

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SuperMedia

SuperMedia (SPMD) is one of the largest yellow pages directory publishers in the United States. The company prints directories in 32 states and online.  The company was loaded with debt and entered...

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Dacha Buys Aberdeen International

This post was written on August 18th to be posted on August 21st.  Portfolio holding Dacha Strategic Metals (DCHAF) discussed recently here and here, announced a transaction late last week. The company...

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Links of Interest

Its been slow going for the last few weeks. Currently, I am not seeing too many interesting ideas at compelling valuations. Rather than buy something for the sake of activity or try to convince myself...

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ABV Fund Performance q3

The updated performance of the ABV fund through q3 2012 is now available by following the ABV Fund link on the top of the page. While the quarters results were satisfactory, as usual, I urge readers to...

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Links of Interest

A few recent articles that might be of interest to readers: Thought I had read lots of articles on Buffett’s use of floats but this one is really good (link) Efficient markets – 30% drop thanks to an...

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Links of Interest

Apologies for the lack of posts for the last few weeks.  Been swamped with my ‘day’ job and life in general.  Maybe I need to make a new year’s resolution to post once a week but realistically, I fear...

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Westway Group Inc (WWAY)

I started analyzing Westway Group Inc (WWAY) in early December and was still in the process of completing my analysis. This write-up is essentially a work-in-progress summary of my notes. The company...

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2012 Review and Fund Performance

Before we get to performance of The ABV Fund, a couple of housekeeping notes. Please click the link to the fund page to skip straight to the performance discussion. Firstly, I would like thank you, the...

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Q1 2013 Performance

The fund’s latest quarterly letter has been updated on the ABV Fund page.  The fund under performed the S&P 500 last quarter.  See the letter for details. Apologies for the lack of posts this past...

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Links of Interest

A few recent articles that might be of interest to readers: Chanos’ latest presentation on China (Business Insider). Also interesting is this debate with Stephen Roach from February (Chanos – Roach...

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Leapfrog

It’s been a few months since I last posted an investment idea on the blog.  With the market up pretty sharply this year, finding an idea worth deploying the fund’s capital in has been a bit of a...

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