ValuePlays

About the Author ValuePlays

Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his thesis. His blog features his various ideas and commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain’s NY, Kiplingers and other publications. He has also appeared on Fox Business News & Fox News and CBNC. His commentary on Starbucks during 2008 was recently quoted by its Founder Howard Schultz in his recent book “Onward”. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference”, the idea, Audiovoxx, was the top performing name over the following year. Todd also invests in start-up projects and is an angel investor in @Estimize , @milehiorganics @dailyworth @aguaenerviva and is a backer of “Follow Friday the Film” and “Money for Nothing: Inside the Federal Reserve” For more www.about/me/toddsullivan

S&P 500: Intrinsic Value Rises to 2,048

By Davidson, There is nothing from my perspective to argue about our economic trends since 2009. The trends continue higher with employment hitting new …

Valeant Pharmaceuticals Intl Inc (VRX) And Buffett’s Salomon Adventure

With all the attention on Valeant Pharmaceuticals Intl Inc (NYSE:VRX) lately it has reminded me of Buffett’s Salomon adventure. No, I am not …

Is the Fed Really Watching Fundamentals Or Just Prices?

By Davidson The confusion of the Fed’s direction comes from their obvious behavior which shows that they are have no deeper fundamental understanding of …

More Than 5 Days Excess Supply A “Glut”?

I know of no other commodity known to such hyperbole as oil is…..

Housing Continues to Trend Higher

By Davidson NAHB Housing Market Index for Nov 2015 was reported at 62 with Oct 2015 revised higher to 65. It is always important …

Economic Outlook: Employment Continues to Rise

By Davidson This has been another full data week and all of it remains very positive. The flurry of forecasts of the Dow Jones …

Howard Hughes Corp Continues to Grow S. Street Area Development

Howard Hughes Corp (NYSE:HHC) is quietly amassing a position as the dominant developer in the South Street area.  Think about it.

Subs: Almost $5B Raised…..

Coming off the heels yesterday of the announcement American International Group (NYSE:AIG) was going to raise just over $500M (with $2.2B left) we …

Global Oil Production And Consumption In Balance

By Todd Sullivan The EIA (US Energy Information Agency) reported global oil Production/Consumption. The data shows a rise in Consumption and a decline in …

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