Why didn’t AOL Inc. take an impairment charge on its main asset in 2009 like it did in 2008? Could it really be an improving asset or simply an adjustment to the discounted cash flow model?
The latest quarterly letter from American Money Management LLC. What is our big picture economic theme and can bargains still be found in this environment?
Is Monsanto CO. (MON) now cheap? Valuing Monsanto based on the sum of its parts: Seed & Genomics; Agricultural Products; and its option on Global Food Demand.
The set-up, risks, and returns for a merger arbitrage trade for the all-stock merger deal between Allscripts-Misys Healthcare Solutions Inc. (MDRX) and Eclipsys Corp. (ECLP).
What lessons can be learned from the analysis of the Statements of Cash Flow from Lehman Brothers (LEH), Morgan Stanley (MS), Goldman Sachs (GS) during the housing boom and bust?
Gabriel Wisdom’s guest post on Forbes’ Great Speculations blog. How good is the yield curve as an economic forecaster and why Alcoa (AA) is a Fallen Angel.
Quarterly Letter from American Money Management LLC
by Glenn Busch July 27, 2010The latest quarterly letter from American Money Management LLC. What is our big picture economic theme and can bargains still be found in this environment?