Latest Takeover

http://finance.yahoo.com/news/liberty-bank-naugatu...


Thats going to a 50% winner for us. That makes 1 main portfolio and 3 bonus pick takeovers so far this year.

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Blue Air, Spanish Inquisitors and The Value of Momentum

It has been a busy time around Chez Melvin this month. We have had birthdays, holidays, end of school year stuff, a rash of favorite authors releasing new books and of course, baseball season. In the midst of all this ...

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Big Ideas, Little Books and Beating Wall Street at Their Own Game

Today is going to be my more or less annual or close to it investor education rant. I was at a meeting of a prominent individual investors association last night and while I enjoyed meeting and talking with some folks ...

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Roger,Charlie and the Smart Kids- Compelling Evidence part III

Small bank stocks are the place to be right now. There are powerful social, economic and demographic trends that are going to create an ongoing merger wave. There is an enormous amount of money to be made by patient disciplined ...

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Compelling Evidence Part II- From the Horses Mouth

The idea of the Trade of the Decade in small banks is not something I cooked up just to sell subscriptions. I have been investing in small banks for more than 20 years and I follow the industry closely. Talking ...

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Smart Guys, Cold Cash and the Dumbest One in the Trade

One of the best lessons I have learned over the years is that although I am a pretty smart guy, there are plenty of people smarter than I am. I have learned to set aside ego and be smart enough ...

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Doom,Gloom and Dog Poop

It is official. We are all just screwed. Janet Yellen told us that stocks are overvalued and potentially dangerous. Warren Buffett said that if interest rates go higher we will find that current stock valuations are high. Of course interest ...

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Baseball, Bank Buyers, and the Private Equity Mindset

It has been an interesting week and it looks like it will get even more interesting. Later today I have to run to the airport to drop my son and his steady girl off for their flight to- you guessed ...

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Ben, Jacob and Bukowski

As I sat thinking this morning about what to write about this week I decided to sit out back,have a little coffee and decide what to talk about. As he so often does, Jacob Wolinksy saved me with a tweet. If ...

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Compelling Evidence and Big Numbers

Don’t take my word about the trade of the decade. Below are some of the articles dealing with small bank merger and acquisition activity that have appeared since the first of the month. This is real and it is now ...

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Market Declines, QE Fail and Cheap Stock Strategies

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Andy, Seth and Stanley- A Saga of QE, Oil and Little Banks

This week former hedge fund manager Stanley Druckenmiller made some headlines as he compared the current environment to 2004. He said ““I just have the same horrific sense I had back in ’04. Our monetary policy is so much more ...

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