I once ran into someone from MSD Capital (Michael Dell's holding company) who told me whenever Dell sells stock in Dell (DELL), they get another $300 million to invest. Here is MSD Capital's holdings. The guy loves his pancakes.
Equity Investment Ideas gives a five-minute tutorial on how to value a company.
Cheap Stocks thinks pineapples alone value Maui Land and Pineapple ( MLP - Get Report) at higher than its current stock price.
My favorite value-oriented mutual funds.
The current top 12 merger arbitrage situations.
Great post: Stockberlog models Apple's ( AAPL) stock price historically whenever there's been a Macworld Expo.
Jealous post of the day: Why didn't I buy vodka.com?
Compete looks at the search logs to compare XMSR vs SIRI.
Forget the iPhone: check out Google Phone.
Guzzo the Contrarian finds a merger arb play in South Street Financial ( SSFC).
Rough Type notices that for $10 you can have your own IT department.
In the category of Secret Origins: how mild-mannered Om Malike became mega-blog company GigaOm. And how Rafat Ali became Paid Content. This is like an episode of "Heroes," my current favorite TV show.
Would you pay more than $2 million for this thousand dollar bill?