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undervalued stocks, investment ideas, case studies, linda greenblatt, joel greenblatt, retail, aro, aeropostale, aeo,aeo,aeropostale,aro,case studies,investment ideas,joel greenblatt,linda greenblatt,retail,specific ideas-undervalued stocks,bruce berkowitz, bac, shld, aig, fmcc, fnma, concentrated portfolios, eddie lampert, mohnish pabrai, allan mecham, 13-f's, investment process,13-f's,aig,allan mecham,bac,concentrated portfolios,eddie lampert,fmcc,fnma,investment process,mohnish pabrai,shld,investment philosophy, macroeconomics, george soros, theory of reflexivity, john maynard keynes, ben graham, value investing, general thoughts,ben graham,general thoughts,george soros,john maynard keynes,macroeconomics,theory of reflexivity,value investing,magic formula, investment philosophy, passive portfolios, quantitative value, warren buffett,passive portfolios,quantitative value,warren buffett,gold, gold stocks, portfolio management,gold stocks,portfolio management,strayer education, stra, undervalued stocks,stra, superinvestors, think differently,superinvestors,think differently, cheap stocks, ,cheap stocks, walter schloss, ideas-undervalued stocks,ideas-undervalued stocks

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Aeropostale (ARO) Might Offer Turnaround Value
Bruce Berkowitz Discusses His Financial Investments
Can George Soros’ Methods Be Replicated?
Some Thoughts on Joel Greenblatt’s Magic Formula and its YTD Results
A Few More General Thoughts on the Miners
Strayer Education (STRA): A Bright Spot in a Dark Industry
Mohnish Pabrai-Another Good Lecture
I Like Cheap Stocks-Gold Miners Thoughts Part 3

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Here are some initial thoughts on Aeropostale (ARO):
Take a look at the average yearly numbers from the last 10 years:
Risks:
Catalysts:
Pessimism and Downside Priced In?
Linda Greenblatt’s Retail Experiences
13-F’s are Idea Generators
Bruce Berkowitz Discusses His Best Ideas
Here is the basic comment from the reader:
I added some thoughts, but here is my basic response: 
Reflexivity Goes into the Too-Hard Pile
Keynes Beauty Contest
With No Leverage, the Market’s Opinion Matters Not
Understand Quant, But Don’t Let the Computer Do 100% of the Thinking
The Best Risk Managers Are Humans
Magic Formula is My Favorite “Quant” Strategy
Magic Formula YTD Hypothetical Results
Magic Formula’s Secret is in its Logic and Simplicity
Greenblatt-an Evolution of Strategy?
Depressed Prices and Low Leverage Provide Margin of Safety
Luck Favors the Prepared, but… My timing was pure luck
How Do Miners Fit Into the Portfolio Management Strategy?
Outstanding Long Term Results
Liquid Markets Create Opportunities
Which Gold Stocks To Choose?
Gold Stocks-It Boils Down to This: They Are Cheap
Cheap-Absolute and vs Historical Valuations
To Sum Up the Mining Thesis

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stocks business cash cheap company stock it’ market industry good risk i’ ideas flow investing don’ years companies year businesses investment price upside high interesting returns investors valuation group magic assets book buy capital balance simple simply portfolio idea strategy general reading it’s average worth formula pabrai prices strayer management lot education small regulatory great free earnings posts work multiples buying tangible fcf risks strategies understand positions track week greenblatt mentioned lecture valuations selling priced thoughts profit comments huber producers margin invest basket larger don’t position john basically people joel retailers case private students safety difficult opinion point metal shares operating debt gold sheet leverage notes miners greenblatt’ growth historical investments months berkowitz hypothetical undervalued columbia hated produced annual money portfolios numbers student buffett based liquidity history huge historically streamers mining downside soros easier retail questions metrics lowest majority basic depressed term future thinking margins aeropostale fixed short thesis investor production catalyst determine morning interested writing decisions video wanted team turn precious campuses study 20% 13-d expect decided works equity report rates replicate sheets filings markets paying cdr continue figuring fun digit graham tough asset

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rule problems common survive typically congress august funds metals situations mention smaller level check insiders bad month ytd sales he’ method negative bought sycamore noticed performance remember increase cost easy reserves that’ s&p quantitative bruce question thought september started methods looked practices higher schloss reflexivity recruiting talked outstanding 40% grown yield began improve levels received initial beat generated love quarter numerous write financial pessimism heard discusses expected etc… loss earned beauty choose doesn’t ratios points period keynes notice quality owner figure stream principles individual needless opinions securities represents career quarters details jump pay title 25% appears revenues opportunities soros’ thinks 13-f default silberman requirements owning accreditation theory grow earlier topic owners uncertainty timing focused fannie freddie government abx shareholders space represent doesn’ days george firm happened traded didn’ biggest big chairman guys focus costs single leveraged clean fact eventually lucky stable event extremely discount smart i’m share explorers stores chance catalysts mohnish losing ensure plan 13-f’ university record multiple diversified i’ve values

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financial pessimism heard discusses expected etc… loss earned beauty choose doesn’t ratios points period keynes notice quality owner figure stream principles individual needless opinions securities represents career quarters details jump pay title 25% appears revenues opportunities soros’ thinks 13-f default silberman requirements owning accreditation theory grow earlier topic owners uncertainty timing focused fannie freddie government abx shareholders space represent doesn’ days george firm happened traded didn’ biggest big chairman guys focus costs single leveraged clean fact eventually lucky stable event extremely discount smart i’m share explorers stores chance catalysts mohnish losing ensure plan 13-f’ university record multiple diversified i’ve values return play guy protect gse’ merit profitable prefer everyday berkowitz’ watch situation profits room nice choosing abstract response class market’s loan perception smartest prettiest bankrupt discipline soros’ practice degree participants incredible plain silver capex couple maintenance produces harkin enrollment can’ puts for-profit experienced wrote categories rate danger applied campus ceo scrutiny public area butts left bunch identified vastly outweighs schools sentiment regulators withdrawal examined isb discuss 2-3 achieve phenomenal listening holdings intrinsic $16 discounts slw groups spent lecture… lectures positive terms school publicly faring attending precisely $12 identical q&a today walk trades cigar dollar favorite pick inevitable comfortable screen graham’ gotham techniques logic metric takeaway easily guaranteed permanent protecting reasons 3-5 surprising 100% performing approach completely systematic lack disciplined making argument discretionary agree takes commodity efficient jurisdictions picked build diversify prepared fit middle dollars workouts collectively individually importantly macro matter absolute decide original invested interview drop pieces commodities didn’t rules forget noticing mediocre managing carry worry clients hold experience recommendation retailer leisurely considered disclosure save handle revert turnarounds $100 filed care outperformance automatic you’ starting adequately including growing carried major liquidation odds observation buyer concentrated likelihood deterioration number 15% trading 15-20% makers yesterday isn’ decision life linda survival checking mae turnaround 10-q’ process close weeks worst trade 30-50% preferreds $10 answer double preferred enterprise tied punished improvement stabilize aren’ dealing partners comparable unduly burn terrible

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return play guy protect gse’ merit profitable prefer everyday berkowitz’ watch situation profits room nice choosing abstract response class market’s loan perception smartest prettiest bankrupt discipline soros’ practice degree participants incredible plain silver capex couple maintenance produces harkin enrollment can’ puts for-profit experienced wrote categories rate danger applied campus ceo scrutiny public area butts left bunch identified vastly outweighs schools sentiment regulators withdrawal examined isb discuss 2-3 achieve phenomenal listening holdings intrinsic $16 discounts slw groups spent lecture… lectures positive terms school publicly faring attending precisely $12 identical q&a today walk trades cigar dollar favorite pick inevitable comfortable screen graham’ gotham techniques logic metric takeaway easily guaranteed permanent protecting reasons 3-5 surprising 100% performing approach completely systematic lack disciplined making argument discretionary agree takes commodity efficient jurisdictions picked build diversify prepared fit middle dollars workouts collectively individually importantly macro matter absolute decide original invested interview drop pieces commodities didn’t rules forget noticing mediocre managing carry worry clients hold experience recommendation retailer leisurely considered disclosure save handle revert turnarounds $100 filed care outperformance automatic you’ starting adequately including growing carried major liquidation odds observation buyer concentrated likelihood deterioration number 15% trading 15-20% makers yesterday isn’ decision life linda survival checking mae turnaround 10-q’ process close weeks worst trade 30-50% preferreds $10 answer double preferred enterprise tied punished improvement stabilize aren’ dealing partners comparable unduly burn terrible adverse ebitda buying penalties announcement controversy stock 10 proposed complying job riddled subject regulations update risks as finished wrote a best” fade headwinds trends industry strayer scathing admirable ill-practices invests managed investigating cheapness reputation price… applies passes signs numbers… findings 80s strayer   but emphasis disappointment federal steady unethical blasted lawmakers written harkins senate comprehensive committee collected realized database enemy retention size… robust controls charge leading measured company’ surprise purchases college reports threshold ideal consider… laws aware 90%  this funding relies microscope stepped reins root power problem significantly company probation 12% checked stake damage just 76% disclosed measures obligations cohort ability pre-market tells defaulting black cases regulators it’ respected $47 implies year it 14% high-2010 $13 berkshire energy hathaway holding well-managed ttm feeling years the lows buying highs 70-80% wrought questionable $231 motivations crushed absolutely buyback $100mm purchasing lately for industry the yearly robert cubans… tomorrow’s consistently bright dark spot magically today’s acquired aren’t worn crinkly revenue puffs industry by $475 1990s trailing yields washington today’ strayer’ year’ struggling starts $71 $46 decimated considerable $68 “cannibal” tides anticipated boats services 80% well-respected concerned pointing overdiscount schwager access conversely expressly underdiscount immune enrollments model scalable time even opening goal closer fcf growing capital 10 $30 debt adequate outstanding traded hasn’t costs high jack short fame said dirty statistical pulled coco apol ceco $175 researching reduced munger’ credit buybacks-shares sounds foray  cpla included jamie definition cornwall michael  big lewis’ hates undervaluing untapped learned misprice involved identifiable adding bachelor’ categorize intensive are… wrap summarizing areas designed reading additional reading-my com’ valuewalk style link 3 by stocks-gold helpful food divide sheets-the schloss other leaves characteristics 50-60 maximum sentiment-they   my greats learning required revolves cheap-they valuations poor reserves cheap videos largest academic counter arguments tempt resources does irrational inefficiency creates fractional make… parts rational offered sellers archives tools providing 50% $19 difference illustrate abound inefficient $38 example… opportunity buyers times… newspaper motors variation financed businesses low philosophy superinvestors warren barrick haven’ $15 sold comparing about investment valuations i produced cheap-absolute value price compare flow price proven reserves price probable ounces locations mispricing increases 5-10 reduces knowing multiyear lowly stabilization there thesis cheap mid-single normalized valuations terrible prices upside sentiment depressed economy inflation auy descriptions ngd goro greenblatt walter paas match jurisdictions some more-this equity adequate junior producers-i flow stable prices history kgc graham joel cfo watson stocks-it boils bug cheap i’ nolan named favorites cleaner fnv buffett ben manager rgld pricing auction less” greeblatt’ complicated deadline purchase wrong e… remote complimented $67 ratio now… traditional hurdles harder working wrong” in… buildings continues pile buys operate apartment assumptions dcf stance dcfs precision outcomes variations cover plenty positioned helps compliance strayer-owned category colleges attend employees companies… 10-k confidence employers assistance tuition examined… pretty meet transforming guidelines $45 $125 shareholder summary latest critical finishing exhibited cooperation surprising” committee” buildup $80-$90 understands researches quietly reverse engineer approaches mental sits ideas… gross achieved fees value by them… pabrai’ offer exceptional opportunities the create thoughtful responses first dividends-why joys liquid asymmetric compounding disclaimer aeropostale targets records established focuses byproduct mentioning rehash fundamentals allocation  john endorsement pabrai-another suitable buybacks committed precise clearer achieves runway suggests hardest lecture by highly minutes uncannily audio hear won’ results i skip essentially linking recommend india  i aeo listened edgar review defend events avoid amounts tradition tougher worse colossal institutions caring financials lots sheets former reversion hated look emotional philosophy greenblatt i synthesis walter schloss’ warren it” results by genius mindset what’s linda’ weathers storm not your matters genuinely likes reached bat intelligences devote judgment one’s beautiful voters derivative “it faces detailed anticipating expects weighing machine machine” greenblatt’s market’ grasp voting 1936 this fourth chimed degrees - john employment maynard valuing mistakes outperform convincingly battered trend judgement lapses 8xs 10xs performed security range—p periods-any admire 20xs required sustaining humans the managers subtitle exception risky fund everybody’s management… wayside traits fell is– covered folks remarkable 20-35% executing occasionally indices” wasn’t indices surpass bankruptcy burned needed maintained overly complicate counterproductive lead passive aeos lived   understand thinking again panic portfolios… psychologically guarantee store tracking talking talks season step determined winner estimated sears’ estate  if discussing bullish closely pre-inspection what’ shld picture checklist they’ follow…   can system…   what deal talent resources points… firms’ reader source leads replicated investors’ philosophies analysts concluded discussed resolves ares decides rules… implemented amendment sweep” determining equation fortunes alternative residential housing remove entities huge-the legal discloses sorted favor pass answered failed leaving ideas last file constitutional suit rights caught seth klarman’s explaining difficulty probability that’s pile i too-hard imagine probabilities aspect desires refers disparage incredibly diversification personally advantage react predict competitors 10-k’ contest contest keynes conduct diligence investments by simpler impossible   bruce advice vanilla impression philosopher they’re insolvent recommends valuable… generators as recognize worthless greatest underlying generators fearful wouldn’t distress examples heart actions built allan lampert eddie liking type   thanks mecham reality bring interests sort correlates base generally selected basket” guess driving brand 50-70% “cheap recognition ecommerce bear fed policy deep fleet places faced safe capitalized inventory political protection leases analyzed nav from prevalent purchased slim cherry cheapest books bull passionate operations preference aro’ development money rule lose paper proper argue takeout case’ survives conditions game   the manage simple… foundation miners by product hired emails we’ crux longer estimate bound easiest quotes post…   i categorized parts-i divided lines stocks good picky valuations-these i’ll fits doubled revisit firm’ cheaper tapped lower-maybe quantitatively stocks these corporate depend reward scenarios collection correlated ship mergers credit revolver 20-30% collective situations spinoffs portion surprised volatile adapt evolve returning improving you’d cutting teams discounting downs p&p safety i figured benefit won’t inferior capitalization pure ticking luck so deteriorate moves temporary favors luck heaven structures forbid timebomb navs transaction filing proprietary experiences linda superior published moment beats teach project upper good” partnership combination joel’ sister astounding backtested 1988-2009 averaged results so formula” $250 caps picking edition chart beaten jae jun’ reproduced excellent 20′ s” visualize familiar nature suggesting variety work… clients’ reverts volatility profitability systems priority properly order net-nets misses guest strategies-they quant” strategy i’ inputs before… occurance time-an understanding series allocating 30-50 underperform billion lists weights precedence equally “most diversifying insisting turn” demand qualitative essential decent ferment” stockholder dormant weather errors initially moment… evolved rear proves idea-that wizard this… greenblatt-an  on evolution called changed followers emphasize phrase trail trouncing frame fantastic define trivial… slippage taxes turn” sure… 42%   please commissions consideration samples logical… letter haven’t qualification bargain analysis careful empirical systematizes secret formula’ simplicity greenblatt’ tongue cheek risks…

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thoughts

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aeropostale magic retail gold formula miners strategy

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retail gold formula miners strategy concentrated portfolios eddie lampert 13-f's investment philosophy investment process cheap allan mecham mohnish pabrai aeo undervalued stocks basic leverage luck investment ideas case studies fmcc macroeconomics joel greenblatt linda greenblatt fnma shld think differently superinvestors portfolio management gold stocks discusses berkowitz cheap stocks bruce george soros warren buffett ideas-undervalued stocks general thoughts ben graham john maynard keynes theory of reflexivity passive portfolios value investing greenblatt’ quantitative value ytd

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concentrated portfolios eddie lampert 13-f's investment philosophy investment process cheap allan mecham mohnish pabrai aeo undervalued stocks basic leverage luck investment ideas case studies fmcc macroeconomics joel greenblatt linda greenblatt fnma shld think differently superinvestors portfolio management gold stocks discusses berkowitz cheap stocks bruce george soros warren buffett ideas-undervalued stocks general thoughts ben graham john maynard keynes theory of reflexivity passive portfolios value investing greenblatt’ quantitative value ytd management portfolio safety outstanding term fit margin timing prices favors walter schloss prepared depressed liquid pure historical strayer education thesis mining specific ideas-undervalued stocks bruce berkowitz magic formula evolution valuations cheap-absolute opportunities create stocks choose boils stocks-it markets quant” lecture stocks-gold initial good pabrai-another industry mohnish average yearly pessimism downside catalysts risks numbers years dark spot investments george financial turnaround investing offer soros’ methods education bright strayer general replicated joel priced linda risk managers humans thinking 100% understand don’ favorite logic simplicity secret formula’ base hypothetical matters opinion ideas reader generators idea experiences 13-f’ response reflexivity contest market’ beauty keynes too-hard pile greenblatt-an