Beware of Perennial Net/Nets

http://greatinvestors.tv/video/beware-of-perennial-net-nets-jonathan-heller-of-kej-financia.html

Value Investing Challenge

The Value Investing Congress and Sum Zero have announced the Value Investing Challenge.  Among other things,the winner, who will be selected by a team of well-known value investors, will receive free admission to the upcoming Value Investing Congress in NY (an event I attend regularly), and a speaking slot at the Congress.

The deadline for submission of ideas is August 19th.

This year's NY Value Investing Congress will take place October 1-2 at the Marriot Marquis.

Hope to see you there!

Cabela's (CAB), Avalon Holdings (AWX)

More excerpts from an April interview with the Manual of Ideas.

http://greatinvestors.tv/video/what-makes-cabelas-cab-special-jonathan-heller.html

*The author has a position in AWX. This is neither a recommendation to buy or sell any securities. All information provided believed to be reliable and presented for information purposes only.

Cresud, St. Joes

http://greatinvestors.tv/video/jonathan-heller-president-of-kej-financial-advisors-is-there.html

Another piece of an April interview I did with the Manual of Ideas.  Subsequent to this interview, shares of Cresud (CRESY) which were trading for around $9 at the time, dipped below $7, and I did establish a new position.

*The author has a position in CRESY. This is neither a recommendation to buy or sell any securities. All information provided believed to be reliable and presented for information purposes only.

Interview on greatinvestors.tv

I was recently interviewed by Oliver Mihaljevic of The Manual of Ideas; here is a snippet of that interview concerning Tootsie Roll Industries (TR). Some faces just were not made for TV.......