Author Topic: TLB - Talbots  (Read 1853 times)

ValueSlant

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TLB - Talbots
« on: December 09, 2011, 08:14:24 AM »
Talbots (TLB) has become a risk arbitrage situation that is pretty interesting. Its run up a bit in the last few days but still might be worth a look.

I posted on the situation here:
http://valueslant.com/2011/12/09/talbots-tlb-specialty-retail-special-situation/

ValueSlant


eclecticvalue

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Re: TLB - Talbots
« Reply #1 on: December 09, 2011, 11:24:43 AM »
You wrote a very convincing writeup. I am contemplating about initiating a position.