Month

October 2013
Here is Tim Travis’ research report on Assured Guaranty (AGO) on April 3rd 2012. http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-rough
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Here is Tim Travis’ research report on Pepsi (PEP) on March 27rd 2012.   http://seekingalpha.com/article/461211-pepsi-a-great-business-at-a-fair-price
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Here is Tim Travis’ research report on Research in Motion (RIMM) on March 26rd 2012. http://seekingalpha.com/article/457561-research-in-motions-stock-price-provides-a-margin-of-safety-and-upside
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Here is Tim Travis’ research report on American International Building (AIG) on March 23rd 2012.   http://seekingalpha.com/article/453981-aig-is-too-good-a-long-term-idea-to-pass-up
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Here is Tim Travis’ research report on General Motors (GM) on March 23rd 2012.   http://seekingalpha.com/article/453621-general-motors-stock-price-is-far-too-pessimistic
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Here is Tim Travis’ research report on CSX Corporation (CSX) on March 9th 2012.   http://seekingalpha.com/article/422651-csx-investment-rationale
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Here is Tim Travis’ research report on Hewlett-Packard (HPQ) on November 11th 2011.   http://seekingalpha.com/article/307247-hewlett-packard-down-but-not-out
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Here is Tim Travis’ research report on Citigroup (C) on October 16th.       http://seekingalpha.com/article/1747352-citigroup-should-not-be-trading-at-a-discount-to-tangible-book
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Here is the most recent update to our Bank of America (BAC) investment thesis.  This was posted originally on Seeking Alpha on October 16th.   http://seekingalpha.com/article/1748862-bank-of-america-validating-buffetts-original-investment-thesis-with-execution
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The combination of greed, ego and charisma has been a common characteristic of many that have lost fortunes for their investors’ and Eike Batista is one of the largest examples.  He built an empire of businesses, capitalizing on the excitement surrounding the emergence of the Brazilian economy utilizing other people’s money primarily.  The most poignant...
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