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Investment Advice
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...
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This was a very interesting article about the changes that have occurred within GM since bankruptcy.  It mainly discusses some of the people involved and how the culture has changed from being one of the worst run large company’s in the world.  It also discusses the climb of GM-lifer Mary Barra to CEO, which will...
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Every year I look forward to Arnold Van Den Berg of Century Management’s Client Review where he outlines different themes on the economy and various businesses.  He is an extraordinary value investor and his insights in relation to business and the economy are extremely helpful.  This is a very long video but I assure you...
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Below is a link to another outstanding letter from the managers of the Third Avenue Funds led by the legendary Martin Whitman.  There is tremendous insight about a variety of companies across the globe and extremely sound investment advice.  It is a bit lengthy but is certainly worth your time.  I hope that you enjoy!...
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I agree with just about every sentiment in the article below by Pimco’s Mohamed El-Erian.  He makes the case that the Central banks’ are basically attacking global economic problems on their own, without the aid of fiscal policymakers’.  This is a huge problem and is the primary reason that unprecedented monetary stimulus is resulting in...
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Below is our most recent research report on AIG.  The stock sold off a little bit after earnings results but is still highly attractive in our estimation.     http://seekingalpha.com/article/1829992-ignore-wall-street-analysts-aig-is-still-a-compelling-value
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Below is a very interesting article on Managed Futures.  This is an asset class that I couldn’t think more negatively of due to the egregious fees and immense conflicts of interests that exist within it.  Unscrupulous salesmen that feel that it is their right to make a profit off of other people’s money, instead of...
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