Monthly Archives: March 2012

Sold out USG – United States Gypsum

It has reached what I consider to be fair value. That fair value has been going down due to the longer than expected (by me) recovery in housing. Since 2007 up until now the fair value of the company has … Continue reading

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Sold out my Jefferies Bonds

I just sold the few Jefferies bonds that I bought back in November. I bought them for 84.75% face value and yielding more than 13% at the time when the rumors spread that it was the next investment banking to … Continue reading

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