Weitz Q2 2010 Letter to Shareholders
Weitz Funds recently released their shareholder letter for Q2 2010. Their funds have quite an impressive record of beating the … Read more
Weitz Funds recently released their shareholder letter for Q2 2010. Their funds have quite an impressive record of beating the … Read more
Few macroeconomic prognosticators have been as correct as publicly at crucial moments as Yale’s Robert Shiller, whose first and second … Read more
In a shocking article in the WSJ today, Charlie Munger announced who would take over for Buffett. “In my mind, … Read more
I am proud to announce that Value Walk is partnering with the upcoming Value Investing Congress which will take place … Read more
By Sandesh Trivedi, [email protected] For value investors blindly shunning tech stocks they might want to read the book, Information Rules: … Read more
Nowadays, many people seem to be bullish on the BRICs (Brazil, Russia, India, China). The bulls expect these countries to … Read more
By Rob Bennett Please see Part One of this article for a background description of The Investment Strategy Tester and … Read more
By Rob Bennett The most important factor affecting an investor’s results is his stock allocation. So argues the conventional investing … Read more
Bill Ackman’s lists his favorite books on investing in Confidence Game, a great new book by Christine Richard. William Ackman, … Read more
By Francesco Giavazzi, Professor of Economics at Bocconi University and author (with Alberto Alesina) of “The Future of Europe: Reform or … Read more
By Rob Bennett The Investor’s Scenario Surfer is a portfolio allocation calculator that permits investors to compare the results of … Read more
Here is an excellent article about one of my favorite topics; aging, and the economics problems it will cause. As … Read more
By Rob Bennett Note: Please see Part One of this article for background on the calculator and for a discussion … Read more
Jeff Middleswart is portfolio manager of the Vice Fund (VICEX)and Director of Research for Behind the Numbers. The Vice Fund is … Read more
I recently added a new page to the website. The page will be a list of Jamie Dimon’s recommended reading. … Read more