May 2011








LongLeaf Annual Shareholder Meeting

Below is a great wealth of data from Longleaf funds, run by CEO Mason Hawkins. LongLeaf has three mutual funds. All funds have crushed the…


Sunday Link-Fest and Consuelo Mack Interview

Full Coverage from The Ira Sohn Conference How stock picks at last year’s Ira Sohn fared Further Ira Sohn coverage Shareholders are fighting back against management compensation practices. ProxyExchange.org….




Why I Sold Microsoft

I was going to post this article earlier, but I am glad I waited a bit. Since, there were thousands of articles writen about the…



David Einhorn Buys The NY Mets

The headline is not a joke. Yesterday, at the Ira Sohn Conference, David Einhorn talked about Microsoft and Delta Lloyd (a dutch insurer). He finished his…


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