Comments on: Learning From Eddie Lampert http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/ Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas. Thu, 10 Feb 2011 04:28:00 +0000 hourly 1 http://wordpress.org/?v=3.2 By: The Big Winner » Investing Advice from Billionaire Investor Eddie Lampert http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-604 The Big Winner » Investing Advice from Billionaire Investor Eddie Lampert Thu, 31 Jul 2008 20:49:49 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-604 [...] Source: http://www.streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/ [...] [...] Source: http://www.streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/ [...]

]]> By: bryan http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-284 bryan Wed, 19 Mar 2008 20:07:20 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-284 yeah, thanks for the article... where did you get the washington post piece? yeah, thanks for the article… where did you get the washington post piece?

]]> By: bryan http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-5637 bryan Wed, 19 Mar 2008 20:07:00 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-5637 yeah, thanks for the article... where did you get the washington post piece? yeah, thanks for the article… where did you get the washington post piece?

]]> By: Tariq http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-13 Tariq Fri, 02 Nov 2007 20:13:02 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-13 I think if you have faith in Eddie Lampert, then it's a buy. It's come down from highs and according to Bill Ackman, the real estate is pretty undervalued. I don't remember the figures but it was something like Sears' real estate being undervalued by 75%. At the same time though, many retailers are having a tough time, even Walmart. So Sears could be a long term value play, along with a few other companies in that sector. I think if you have faith in Eddie Lampert, then it’s a buy. It’s come down from highs and according to Bill Ackman, the real estate is pretty undervalued. I don’t remember the figures but it was something like Sears’ real estate being undervalued by 75%.

At the same time though, many retailers are having a tough time, even Walmart. So Sears could be a long term value play, along with a few other companies in that sector.

]]> By: Tariq http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-5636 Tariq Fri, 02 Nov 2007 20:13:00 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-5636 I think if you have faith in Eddie Lampert, then it's a buy. It's come down from highs and according to Bill Ackman, the real estate is pretty undervalued. I don't remember the figures but it was something like Sears' real estate being undervalued by 75%. At the same time though, many retailers are having a tough time, even Walmart. So Sears could be a long term value play, along with a few other companies in that sector. I think if you have faith in Eddie Lampert, then it’s a buy. It’s come down from highs and according to Bill Ackman, the real estate is pretty undervalued. I don’t remember the figures but it was something like Sears’ real estate being undervalued by 75%.

At the same time though, many retailers are having a tough time, even Walmart. So Sears could be a long term value play, along with a few other companies in that sector.

]]> By: Jason http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-12 Jason Fri, 02 Nov 2007 18:32:52 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-12 Do you think Eddie makes SHLD a buy, especially at today's levels? Do you think Eddie makes SHLD a buy, especially at today’s levels?

]]> By: Jason http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-5635 Jason Fri, 02 Nov 2007 18:32:00 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-5635 Do you think Eddie makes SHLD a buy, especially at today's levels? Do you think Eddie makes SHLD a buy, especially at today’s levels?

]]> By: Hoover’s Business Insight Zone » Interesting re Eddie Lampert. - Hoover's http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-11 Hoover’s Business Insight Zone » Interesting re Eddie Lampert. - Hoover's Mon, 22 Oct 2007 16:20:11 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-11 [...] These days, Lampert’s busy controlling Sears Holdings, but a dozen years ago he was a mere stripling of a fund manager. Tariq Ali* posts some interesting thoughts about Eddie Lampert’s approach to value investing: Learning From Eddie Lampert [...] [...] These days, Lampert’s busy controlling Sears Holdings, but a dozen years ago he was a mere stripling of a fund manager. Tariq Ali* posts some interesting thoughts about Eddie Lampert’s approach to value investing: Learning From Eddie Lampert [...]

]]> By: Tariq http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-10 Tariq Mon, 22 Oct 2007 05:15:14 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-10 Maximo I think it's hard to judge a turnaround on the Gap since you'd be turning around the brand itself, the clothes, the perceptions of consumers -- it's hard to be competitive in retail. The companies you named all have types of retailing advantages. American Eagle offers a cheaper version of most Abercrombie things, Diesel has a good hold on the high end jeans, A&F is basically higher quality AEOS clothes. Again, Gap doesn't seem to have a good enough niche. So to me that makes the brand weak, and much harder to turn around. If there was a type of corporate event, like selling off a brand or splitting the company up, maybe there'd be some value to look at. But personally, it seems like the Gap is pricey, especially compared to something like the Limited. Maximo I think it’s hard to judge a turnaround on the Gap since you’d be turning around the brand itself, the clothes, the perceptions of consumers — it’s hard to be competitive in retail.

The companies you named all have types of retailing advantages. American Eagle offers a cheaper version of most Abercrombie things, Diesel has a good hold on the high end jeans, A&F is basically higher quality AEOS clothes. Again, Gap doesn’t seem to have a good enough niche. So to me that makes the brand weak, and much harder to turn around.

If there was a type of corporate event, like selling off a brand or splitting the company up, maybe there’d be some value to look at. But personally, it seems like the Gap is pricey, especially compared to something like the Limited.

]]> By: Tariq http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/comment-page-1/#comment-5634 Tariq Mon, 22 Oct 2007 05:15:00 +0000 http://streetcapitalist.com/2007/10/16/learning-from-eddie-lampert/#comment-5634 Maximo I think it's hard to judge a turnaround on the Gap since you'd be turning around the brand itself, the clothes, the perceptions of consumers -- it's hard to be competitive in retail. The companies you named all have types of retailing advantages. American Eagle offers a cheaper version of most Abercrombie things, Diesel has a good hold on the high end jeans, A&F; is basically higher quality AEOS clothes. Again, Gap doesn't seem to have a good enough niche. So to me that makes the brand weak, and much harder to turn around. If there was a type of corporate event, like selling off a brand or splitting the company up, maybe there'd be some value to look at. But personally, it seems like the Gap is pricey, especially compared to something like the Limited. Maximo I think it’s hard to judge a turnaround on the Gap since you’d be turning around the brand itself, the clothes, the perceptions of consumers — it’s hard to be competitive in retail.

The companies you named all have types of retailing advantages. American Eagle offers a cheaper version of most Abercrombie things, Diesel has a good hold on the high end jeans, A&F; is basically higher quality AEOS clothes. Again, Gap doesn’t seem to have a good enough niche. So to me that makes the brand weak, and much harder to turn around.

If there was a type of corporate event, like selling off a brand or splitting the company up, maybe there’d be some value to look at. But personally, it seems like the Gap is pricey, especially compared to something like the Limited.

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