September 2012
This was an excellent investor day filled with plenty of interesting facts about a variety of businesses.  This is one of the best fund management teams around and I personally enjoyed reading this a lot.  Enjoy!–ruane-cunniff–goldfarb-investor-day-st-regis-hotel-may-18-2012-new-york-city INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Often times the stock market will offer an absolutely absurd price for a business.  These mispricing’s can last for quite some time as momentum investors and chartists react to stock “movement” as opposed to business values.  The beautiful thing about the stock market is that you can choose on what terms you wish to play. ...
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Dramatic regulatory changes and capital requirements have undeniably changed the landscape for banks.  The short-term impact has been lower profits and revamped business models.  While most market participants are shorter-term thinkers and might come to the conclusion that things have changed for the worse forever, I’d argue against that.  While certain businesses such as proprietary...
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Ron Johnson is intelligently offering free Sunday haircuts for kids from kindergarten to sixth grade at J.C. Penney.  The company is aggressively remodeling its stores to a cleaner “store within a store” look.  By appealing to mothers with a free haircut for their children, J.C. Penney is attracting some of its prime target market to...
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This is an excellent video on Warren Buffett documenting some of his history and his business philosophy.  He has such a unique style and has created such an interesting structure in Berkshire Hathaway that it is virtually impossible to not become more knowledgeable through studying him.–cnbc-documentary INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS...
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One of Bruce Berkowitz’s most controversial positions is MBIA.  This is the bond insurance company which has had its ratings dramatically reduced and is engulfed in several significant lawsuits which should have a material impact on the business, and in turn the equity of the company.  Below is Berkowitz’s investment thesis on the company.  At...
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