Tag: shareholder letters

Great Shareholder Letters – Value Investing Archive

Great Shareholder Letters – Value Investing Archive

  How-the-outsiders-became-one-of-the-most-important-business-books-in-america/ I recommend the above book  The Outsiders: Eight Unconventional CEOs and their Radically Rational Blueprint for Success! When we read annual reports and shareholder letters we are searching for good businesses, cheap assets and excellent operators and capital […]

Brandes International Equity Fund Q3 Commentary

Brandes International Equity Fund Q3 Commentary

Brandes International Equity Fund Q3 Commentary Market Overview Most international equity markets, including in Europe and Japan, delivered negative results for the third quarter of 2014. Uncertainty over the Russia-Ukraine crisis and data on stagnating economic growth in Europe appeared […]