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Lampert Takeover Candidates
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Eddie Lampert right now is just like Warren Buffett in 1968. Both ran successful hedge funds. Both made the transition from investor to operator. And both bought up (Buffett in 1967-69) bought up distressed retail (remember Associated Cotton Shops? Or Hochschild Department Stores?) until finally moving into the next stage of their careers. Although Lampert is still in that transition phase. Last week we analyzed Lampert’s investments, including is latest investments in C and MOT. Today we are taking a look at what we think Lampert, or his operating company Sears, might buy next. These are stocks he might take a position in, or stocks he might outright acquire.
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