Express Scripts
One of our arbitrage investment ideas – long Express Scripts (NYSE:ESRX) – was republished by Barron’s earlier this week. Details inside.
Scorecard #20 – A Money Making Machine
… Value Fund holding Visa, Inc. is the world leader in retail electronic payments. Visa, along with competitor MasterCard, form a global duopoly in the sector. Visa is an incredible business. The company grows steadily without much capital reinvestment required, adds value to both consumers and retailers and is very difficult to compete against. Visa is truly a money-making machine.
University of Toronto’s Value Investing Conference
… At GreensKeeper we strongly believe in sharing what we’ve learned about investing.
McValue Portfolio #3: Emotion – The Investor’s Foe
Friends, I m depressed. The market continues to rise and I m all out of great ideas (good just doesn t do it for me). My cash position finds me longing for a market correction to bring the valuations on the stocks that I want to own back to attractive levels. I don t know when it will happen…
McValue Portfolio #2: The Greater Fool
I want to start off this second edition by thanking