Browsing Category: "FPF Value"
The Fat Pitch Financials Portfolio has gained a bit more ground in May. The portfolio ended May 29, 2009 with a value of $946,732.78. That is up 1.9% since I last reported on Fat Pitch Financials Portfolio in April. Over the past six months, this portfolio has continued to outpace the S&P 500 and the Dow [...]
It’s been a while since I’ve reported on the Fat Pitch Financials Portfolio. I never got around to reporting on the portfolio at the end of March. The last report looked at the Fat Pitch Financials Portfolio February 2009 numbers.
A lot has changed in terms of the value of the portfolio since that time.
The Mexican airport industry has received an almost perfect storm of bad news. The recent news of drug related violence in the region, the global decline in economic activity, swine flu, and an earthquake on April 27th in Mexico City have slammed shares of Mexican stocks. Fear has hit Mexican airline stocks particularly hard.
Shares of [...]
Things have been very busy here at Fat Pitch Financials. I’ve been meaning to post the February update for the Fat Pitch Financials Portfolio, but I haven’t had time to pull it together. Since we are already halfway through March, I’m just going to post the performance numbers for February. I spent the month of [...]
Let me provide a quick update on my Fat Pitch Financials Portfolio as of January 30, 2009. There were no new trades this past month. Originally, I expected that I would pick up a new position at the beginning of the year, but doubt crept into my mind regarding the macroeconomic landscape. Asset prices were [...]
Now this is the perfect post for Friday afternoon when no one is looking. It kind of reminds me of the late Friday SEC filings that companies like to post when they have bad news to report. The Fat Pitch Financials Port numbers were simply ugly for 2008.
In 2008, the Fat Pitch Financials Port lost [...]
Last week I received the following letter from Sellers Capital LLC via my broker regarding Premier Exhibitions (PRXI):
Given the reports that Mark Sellers was winding down his hedge funds, I didn’t expect him to see him take on any new shareholder activist roles. However, Sellers still holds 16.3% of Premier Exhibitions’ shares, so it looks like he decided to hold [...]
Sadly, there was no improvement for the Fat Pitch Financials Portfolio in the month of November. The portfolio ended November 28, 2008 with a balance of $848,439.73. This is down 8.1% since the end of October.
I originally started this paper portfolio at Marketocracy with a balance of $1 million back on September 21, 2004. Until this current financial [...]
The Fat Pitch Financials Portfolio ended October 31, 2008 with a balance of $923,449.36. That balance is down 21.04% since last month. In contrast, the S&P 500 return declined just 16.43% over the same time period. Over the past quarter, the portfolio is down 27.33% versus down 22.68% for the S&P 500. Over the last [...]
Concord Camera (LENS) announced yesterday that its Board of Directors has unanimously approved a plan of dissolution and liquidation of their company. The company’s disposable camera business has been in steady decline and the leadership of the company seemed incapable of innovating new products or adapting to the situation.
Investors in Concord Camera have been calling for [...]
