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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Micah Lance who wrote (57390)6/9/2016 8:12:48 PM
From: Graham Osborn  Read Replies (1) | Respond to of 78717
 
I agree with what's been said. This was brought up over on the COBAF thread shortly after the 13F was filed and my argument was TLRD was a piece of crap (in less blunt terms) nonwithstanding Burry's investment:

cornerofberkshireandfairfax.ca

Interesting to see that Left has a view also.



To: Micah Lance who wrote (57390)6/13/2016 4:58:07 PM
From: Micah Lance  Read Replies (1) | Respond to of 78717
 
I follow a bot on twitter that sends out tweets regarding options and insider buys. There's been a couple tweets about insider buying at TLRD, which is something that investors like Greenblatt and Klarman occasionally look at. I haven't seen any SEC filings regarding the insider buys yet. Maybe they know something we don't? I know the founder has been attempting to launch a takeover bid for past year or so. Could be interesting to keep an eye on.


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