Credit Bubble Stocks

New post : "To accurately value a business, investors need a guide as to what margins and economic returns it will earn. Past results...

I posted a Mickey talk from April this year. This one was actually earlier, a couple years ago: He's a character.

Link "Leggett & Platt expects to record a $108 million pre-tax, non-cash goodwill impairment charge for the second quarter. This...

"I've always had the same impression as him, i.e. that retailing is a tough business where few of the players have a durable comp...

NYT Another factor chipping away at teenage retailers may be the shifting priorities among young people. Where clothing was once the key t...