The latest from Marty Whitman…
Dear Fellow Shareholders:
In the main body of this letter I discuss, after re-reading
Graham and Dodd’s writings on Value Investing, how the
various Third Avenue Fund managers are followers of
Graham and Dodd, and
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A reader, the Great Sandesh, alerted me to this. By the way, I am not a fan of Prof. Greenwald’s book, Value Investing: From Graham to Buffett and Beyond …written by Bruce C.N. Greenwald, Judd Kahn, Paul D. Sonkin and
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An excerpt from the Fall 2011 issue:…
This issue features a trio of legendary value investors, who honored us with their time and sage advice. One thing became crystal clear: there is no single “right” way to practice value investing.
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…The latest from Marty Whitman:
Dear Fellow Shareholders:
Based, as always, upon a bottom-up, value oriented,
approach to analysis, my view of what is happening in the
U.S. economy seems to be quite different from the views
held by politicians
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Elie Rosenberg is a value investor based out of Dallas, Texas. He is the founder and editor of valueslant.com…, a site dedicated to value investing research and analysis.
Liquidations are great opportunities to unlock intrinsic value. As Seth Klarman
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…
I always like following funds run by some of the best money managers of our time. Third Avenue Fund is run by legendary investor Martin J. Whitman. Every quarter the fund releases its quarterly report. Third Avenue just released its
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…On Friday February 26th I had the privilege of attending the Columbia Investment Management Conference. I attended the event as a seeking alpha reporter.
My journey there was quite scary. I literally almost died several times on my way there.
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…Third Avenue Management recently launched a new mutual fund on August 31, 2009. Normally, it is difficult to get information about a new fund as soon as it opens. However, the company provided information about the fund and its objectives
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