David Einhorn

David Einhorn Betting Against Glamour Technology Stocks

Below is an interesting article discussing value investor David Einhorn who is betting against some of the high-flying technology stocks that are trading at valuations reminiscent of the late 1990′s.  I definitely agree with his investment thesis and I’m sure that some of the stocks he is shorting are stocks like Twitter, Tesla, LinkedIn etc. […]

Citigroup Logo

Tim Travis Research Report on Citigroup 4-14-14

Below is a link to my most recent research report on Citigroup.  This stock is deeply undervalued and offers and extremely compelling opportunity for long-term investors.  I hope that you enjoy!   http://seekingalpha.com/article/2142653-citigroup-this-is-a-no-brainer-homerun-investment-for-the-long-term-investor   Tweet

TT 2

Dare to Be Great 2- Howard Marks

Few articles that I have read describe the investment philosophy of T&T Capital Management (TTCM) better than the below one by the great value investor Howard Marks.  My first six or seven years in the investment industry revolved around the substantive differences between the way that the most successful investors in history have invested, and […]

Howard Marks

Howard Marks Article

I found a wonderful article on the famous and enormously successful value investor Howard Marks that I thought would be helpful to pass on to you.  The current stock market is filled with media and speculator darlings such as Tesla, 3D Systems, Facebook and LinkedIn.  There are numerous other stocks trading at absurd earnings multiples […]


Tim Travis Research Report on Assured Guaranty (AGO) March 22nd-2014

Below is a link to TTCM’s most recent research report on Assured Guaranty (AGO).  The company trades at a considerable discount to operating shareholders’ equity and the recent increase in interest rates and ratings upgrade should propel earnings higher over the next few years.  I hope that you enjoy!     http://seekingalpha.com/article/2102023-ratings-improvement-and-higher-interest-rates-should-propel-assured-guaranty-higher   Tweet