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Posts Tagged ‘ value investing reports ’

Women Are Better Investors Than Men

By
September 9, 2010
men versus women

This is an old article but contains important information related to behavorial finance. This study could easily have been written by one of the best value investors ever, David Dreman. I know most of the readership here is men so…
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Whitney Tilson T2 Shareholder Letter

By
August 1, 2010
Whitney Tilson

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…
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Weitz Q2 2010 Letter to Shareholders

By
July 31, 2010
Wallace Weitz

Weitz Funds recently released their shareholder letter for Q2 2010. Their funds have quite an impressive record of beating the indices over a long period of time. Wallace Weitz commented: During the late 1990’s, large capitalization growth stocks—especially those with…
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Jeremy Grantham’s 2Q 2010 Newsletter

By
July 20, 2010
jeremy grantham

Jeremy Gratham came out with his Q2  2010 letter  today. Among the topics discussed are his worrying outlook on the economy, the latest financial reform bill, global warming, the stock market, and aging populations and pension costs which happens to…
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Whitney Tilson on InBev, Microsoft, and British Petroleum

By
July 14, 2010
Whitney Tilson

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…
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Whitney Tilson’s T2 Partners June Shareholder Letter

By
July 4, 2010
Whitney Tilson

From Whitney Tilson’s T2 Partners June Shareholder Letter Dear friends and readers, 1) As the market continued its swoon, our fund bucked the trend last month and rose 4.2% net vs. -5.2% for the S&P 500, -3.4% for the Dow…
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Jim Chanos: The Power of Negative Thinking

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July 1, 2010
Jim Chanos: The Power of Negative Thinking

Jim Chanos delivered a speech entitled:”The Power of Negative Thinking” at the CFA Institute’s annual conference on May 18, 2010. Cameron Wright took this notes and shared it on internet. H/T to for the tip: If you want to…
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Whitney Tilson Presents His Full Bullish Case on BP

By
June 22, 2010
Whitney Tilson

I have posted several articles on British Petroleum(NYSE:BP) since the spill began. Whitney Tilson has been very bullish on BP at it’s current valuation. Tilson. Tilson deals with all the questions that are on most investors minds. What if BP…
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Securities In An Insecure World, A Lecture by Benjamin Graham

By
June 12, 2010
Benjamin Graham

By co-blogger Sandesh Trivedi Here is the original typewritten text of a speech Benjamin Graham gave in San Francisco one week before John F. Kennedy was assassinated. In this brilliant presentation, Graham explores how an investor should go about determining…
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Tweedy Browne Annual Report

By
June 6, 2010
tweedy browne

I recently posted Third Avenue’s Quarterly Shareholder Letter. I thought the letter contained valuable information on value investing, and the current economic crisis. Tweedy Browne is another Value Fund which I follow closely. Many people have stated that Tweedy Browne…
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