David Nierenberg 3X Upside for Superior Energy

David Nierenberg & Cara Jacobsen (The D3 Family Funds) Involved in for 13 – 14 years.  They like busted growth companies.  Take a 10% stake.  Collaborative way with management.  Intrinsic value about 5 years out. Superior Energy Services, Inc. (NYSE:SPN) is their investment idea. An undervalued growth opportunity in domestic land, offshore, and...

Cara Denver Jacobsen Likes Tam Airlines

Cara Denver Jacobsen, Nierenberg, D3 Family Funds– 10 Years in Micro Cap Land Cara is a portfolio manager at the fund. • D3 Funds o Typically hold 8-12 stocks o Typically hold 6-7 years o Seek growth – not cigar butts o 3 year lockup o Micro caps are least efficient; they look for ‘insight information’ o...

Berkshire Hathaway, Markel, and VIC Coverage (Updated)

We have provided extensive coverage of the Berkshire Hathaway Inc. (BRK.A) (BRK.B) annual meeting with extensive coverage on Warren Buffett, Charlie Munger, and more. We also posted notes from some speakers at Robert Miles Conference. More will be posted today and tomorrow. Additionally we posted notes from Tom Gayner's Markel conference. Finally, we...

Berkshire Could Spend $10 Billion On Its Next Buy

Reuter's Ben Berkowitz reported this evening that Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) would be open to an acquisition worth in the region of $10 billion going forward. The company is holding its annual meeting today. The report is sourced from an exclusive meeting between the Reuters correspondent and Berkshire's CEO Warren...

Q&A Session With Warren Buffett And Charlie Munger [NOTES] P-2

Below is the Part-2 of Questions and Answers session that was held today in Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) Annual Shareholders meeting. Questions include: Cash Decisions Made, Float Shrinking, Google, Apple & IBM, Risk Of Political Issues, Super PAC etc. Link To Part 1 of Q&A Session How are cash decisions...

Apple Not A Buy Says Buffett

  Warren Buffet, speaking at the annual conference of Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) in Omaha Nebraska, has said he does not consider Apple Inc. (NASDAQ:AAPL) a buy for his company. He added that Google Inc. (NASDAQ:GOOG) was in the same boat in his estimation. As Buffett still accounts for much...

Buffett's Berkshire Hathaway Annual Meeting: Q&A Session [NOTES] P-1

Below is the Part-1 of Questions and Answers session that was held today in Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) Annual Shareholders meeting. Questions include: Next CEO of the company, Investment in China, Stock Buybacks, Acquisitions, Warren Buffett's health etc. Carol Loomis - first question to shareholders talked about the heavy...

Berkshire Hathaway Annual Meeting Movie: Clips That Are Played

Below is the series of clips that are played in Annual Shareholders Meeting of Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) today. Warren Buffett starred as the hero of the movie. Movie Started.. Place is packed! Everyone got See's butterscotch candy on their chair when they came in. The continental breakfast was also...

Warren Buffett Not Worried About Berkshire Stock Buybacks

Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) which has for over four decades shunned from buying back stocks is currently purchasing its own stocks. Mr. Buffet recently revealed that Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) will be buying back stock by as much as 110% of their book value. This is after the company’s...

Berkshire Hathaway Meeting Kicks Off in Carnivore Style

Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) shareholders descended in Omaha for the annual Woodstock of Capitalism that is usually held in early May of every year. Shareholders of Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) led by Warren Buffet will be holding an annual shareholders meeting in Omaha. The event normally attracts over 40,000...

Value Investing With a Contrarian Bent – Lisa O'Dell Rapuano [NOTES]

Value Investor Conference: Omaha, Nebraska – May 4rd, 2012     Lisa O’Dell Rapuano, Lane Five Capital – Value Investing with a Contrarian Bent Lisa is the Founder and Portfolio Manager for Lane Five. Two broad categories for Investments at Lane Five: “Compounders” - Great business at great price due to short term problem Often not...

Berkshire Hathaway Inc. (BRK.A) 1Q Profit Doubles

Legendary investor, Warren Buffett, has a busy couple a days ahead of time as Berkshire Hathaway Inc. (NYSE:BRK.A) released earnings and prepares for the annual shareholder meeting this weekend.  First, lets look at Berkshire’s earnings release. The company reported net income of$3.25 billion or $1,966 per share (Class A). ...

Friday Post Market Company, Economic and Hedge Fund News

Every afternoon we provides an update on global market levels, economic news, and hedge fund news.  Market Levels  * US: Dow: 13038.30 (-1.27%), S&P 500: 1369.10 (-1.61%), NASDAQ: 2956.34 (-2.25%) * Europe: CAC: 3161.97 (-1.94%), DAX: 6561.47 (-2.03%), FTSE: 5655.06 (-1.97%). * Asia-Pacific: Australia: 4396.00 (-0.75%), China: 2452.01 (0.49%), Hong Kong: 21086.00 (-0.78%),...

Earnings; DLB BODY KFT and EL Gain, As CFN Falters

 Body Central Corp. (Nasdaq: BODY) released results for its first quarter, and the profits impressed investors, but amazed most analysts, who had predicted prices per share. Net revenue for the clothing company was placed at $82.7 million, which was an increase of 11.8% from the first quarter results of $74...

Spanish Youth Encouraged To Leave As US Ponders The Same

Spain is, like many of the countries on the European periphery, struggling under an unhealthy sovereign debt burden while facing several other macroeconomic problems. The crisis, which has only gotten worse for Spain since the initial recession in 2008, has left much of the nation's youth unemployed. Over reliance...

Proxy Advisory Firm Gives Strong Boost To Ackman’s CP War

Institutional Shareholders Services, ISS,  has published a report today backing the Bill Ackman led proxy war at Canadian Pacific Railway Limited (NYSE:CP). The battle has been going on for months now and Ackman's Pershing Square Capital Management attempt to change the board has gained much infamy in the investing...

Goldman Protects Turf, AIG Performs, As Bofa Looking to Pay Up

  American International Group Inc. had a good start to the year when its profits for the first quarter of the year, doubled. The good performance realized by American International Group, Inc. (NYSE:AIG), was brought about due to improved results, and change in performance in two of its major holdings. The...

Morning News Updates: LinkedIn (NASDAQ:LNKD) Reported Strong Q1

Every morning we put out a news report with the latest news in global stock markets, company news, and global economic news Market Levels   US:  Dow Futures: 13090.00 (-0.40%), S&P 500 Futures: 1385.50 (-0.03%), NASDAQ Futures: 2691.25 (-0.03%) Europe: CAC: 3216.37 (-0.22%), DAX: 6661.02 (-0.50%), FTSE: 5726.66 (-0.72%). Asia-Pacific: Australia: 4396.00 (-0.75%),...

Jana and John Malone's LMCA Big Winners from BKS Jump

In a move that most investment firms would love to have, Jana partners  raked in profits from its investment with Barnes & Noble, Inc. (NYSE: BKS), in a one day sale. Jana partners on Monday sold around 1 million shares at $24.42 each on the same day that Microsoft made an...

Third Point: CEO of Yahoo Falsified Undergrad Degree

We just obtained Third Point's letter to Yahoo! Inc. (NASDAQ:YHOO) Board of Directors. This letter  just crossed the wire and will be up on the ValueYahoo.com website shortly. The letter attacks the qualifications of the CEO, Scott Thompson, and alleges that Thompson has falsified his college records. Yahoo! Inc. 701 First Avenue Sunnyvale, CA 94089 Dear Board...

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