The following chart shows the returns on average equity for two companies over a decade.
…Returns on Average Equity
Each company begins in the same spot, yet one begins an inexorable decline while the other maintains enviable performance. High and
Read More »
There is a good debate occurring among value investors about whether Microsoft is a buy or not. In recent articles Jacob Wolinsky wrote “Why I Sold Microsoft”, and Ben Strubel “Why We Still Own Microsoft…”. Both
Read More »
By ChuckCarnevale…
Anyone who had recently invested in real estate would most likely agree that the phrase “dirt cheap” carries a new and enhanced meaning today. In the same vein, we would argue that our top 25 dividend growth stocks
Read More »
By ChuckCarnevale
Introduction…
When people refer to what the stock market is doing, they are more often than not speaking about the Dow Jones Industrial average. This leading index of 30 high profile stocks serves as a proxy for the
Read More »
By Ben Strubel of Strubel Investment Management
A week ago, after Microsoft’s acquisition of Skype was announced, my friend Jacob Wolinsky wrote an article about why he sold Microsoft. Since we still hold Microsoft in our capital appreciation portfolio…
Read More »
Whitney Tilson the famed value investor, and author of Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger , More Mortgage Meltdown: 6 Ways to Profit in These Bad Times and Value Investing Course: Essential Strategies for Market-beating …
Read More »
…Below is whitney Tilson’s T2 Hedge Fund Shareholder letter:
Our fund gained 3.5% net in July vs. 7.0% for the S&P 500, 7.2% for the Dow and 7.0% for the Nasdaq. Year to date, our fund is up 13.6% net
Read More »
…Many people know about the semi-annual Value Investing Congress organized by Whitney Tilson that takes place in California, and New York. However, few people know about the value investing conference taking place right now in Italy.
Yesterday, Whitney Tilson gave
Read More »
