Month

January 2016
Read the latest research report by our Chief Investment Officer Tim Travis on American International Group Inc (AIG) AIG’s Hancock Must Deliver But Value Is Obvious
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For many of you that have been with me for 5 years now, even prior to when T&T Capital Management (TTCM) was established, 2016 might feel a little bit like 2011.  In 2011, a global bear market and severe U.S. correction coincided with fears that a collapse of European Sovereign Debt would lead to a...
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Just about every investment era has its fad.  In the 1960’s it was the Nifty Fifty where market participants believed any price was okay for the major conglomerates.  In the 1980’s it was junk bonds, which financed leveraged buyouts and worked until they didn’t, ultimately resulting in the Savings & Loan Crisis. The 1990s were...
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Read the latest research report by our Chief Investment Officer Tim Travis on MBIA Inc. (MBI) MBIA: One of the Most Intriguing Reward-Risk Opportunities In Market
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Read the latest research report by our Chief Investment Officer Tim Travis on Assured Guaranty Ltd. (AGO) Assured Guaranty – Putting Puerto Rico In Perspective
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While the extreme volatility since the start of 2016 has been extraordinary, it is important to keep in mind some basic lessons on investing. Stocks are fractional shares of businesses. Every business has an intrinsic value, which is calculated by fundamental analysis of the balance sheet, cash flows, and qualitative measures such as competitive advantages...
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Read the latest research report by our Chief Investment Officer Tim Travis on Bank of America Corporation (BAC) Bank Of America Earnings: A Strong Performance With Room To Grow
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Read the latest research report by our Chief Investment Officer Tim Travis on Morgan Stanley (MS). Morgan Stanley – A Superb Wealth Management Franchise Trading at 87% of Tangible Book
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I came across this amazing article and just had to share it with you.  It is a memo written by famous and incredibly successful value investor Howard Marks.  In the memo he articulates how little short-term market fluctuations really mean.  This is why I’ve been continuously stressing the fundamentals which are incredibly sound in our...
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2016 has officially been the worst start to a year in history for equity markets.  Globally stocks are trading at levels they haven’t seen since 2013 or earlier depending on the market, and many markets are officially in bear markets defined by 20% declines.  Over the last 7 years of this bull market we have...
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