Value Seeker: Investment Notes

Investor who is looking to learn as much as possible to be the best investor I can be. Sharing investments to create open dialogue and discussion.

Thursday, March 24, 2016

Observations from 2015 The Howard Hughes Corp. (HHC) CEO Letter [3/24/2016]

Link here to 2015 Shareholder Letter (worth a read if interested in the company) LETTER or Here Summary: This letter is always a good ...

Friday, March 18, 2016

DaVita HealthCare Partners ("DVA") [3/18/2016] - Slide Deck

Link to Slide Deck: DaVita HealthCare Partners (DVA) Slide Deck [3/18/2016] At ~ $70.00/share, I think DaVita ("DVA") is attrac...

Monday, March 14, 2016

Moody's (MCO) vs. McGraw-Hill Financial (MHFI): A focus on the CRAs [3/14/2016] - 25 slide deck

Link to Slide Deck MCO vs. MHFI - 25 Slides (3/2016) Brief Overview of S&P Ratings vs. MIS

Wednesday, March 9, 2016

Moody's Corp. (MCO) - 110-page Slide Deck (3/9/2016)

Link to slide deck: Moody's Corp. (MCO) Slide Deck - 3/13/2016 ** Updated 3/13/2016, added 4 new slides, updated bond issuance expe...

Thursday, February 25, 2016

The Howard Hughes Corp. (HHC) - 64-page Slide Deck (2/25/2016)

Link to slide deck: HHC Slide Deck - 2/25/2016

Wednesday, January 20, 2016

Conference Call & Earnings Notes: SiriusXM (SIRI) -- (2014 to Citi Conf. 01-06-2016)

15 conference calls & earnings call notes: My notes on SiriusXM (SIRI): · Historically, SIRI built up subscribers thro...

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