Month

November 2012
This was a wonderful article on Jeffrey Gundlach, who is one of the most famous bond investors in the world right now.  I believe he makes a lot of excellent points in the article, and the fact that he helped solve his own robbery case (he had millions of dollars in paintings stolen from his...
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Below is our most recent article on McDonald’s.  This is a business and management team that we really like.  The valuation is reasonable and we think the stock offers excellent value with any drops.  I hope that you enjoy! http://seekingalpha.com/article/1034081-mcdonald-s-an-income-oriented-investor-s-dream INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Gurufocus posted a recent interview with Bruce Berkowitz at the University of Miami.  The questions weren’t too hard hitting, but I always find him interesting to listen too.  It was interesting to hear that he may be considering sources of long-term capital.  I think he would be a great manager of an insurance company portfolio...
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For those who have followed us for some time, you know that we are big fans of Bruce Berkowitz and his investment style.  He is probably the guy we have the most in common with in terms of our stock selection process.  Last year was a tough year for him, but while investors in his...
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I feel that Howard Marks is one of the most intelligent and thoughtful people that I’ve read and I regularly enjoy his commentary.  Below is his most recent commentary, which is political yet right on in my estimation. Hopefully our politicians realize that compromise is the only way to solve some of these problems that...
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Nov. 20 (Bloomberg) — T&T Capital President Tim Travis talks about Hewlett-Packard’s earnings and how to invest in it using stock options. He speaks on Bloomberg Television’s “Lunch Money.” For our media archive please go to http://www.ttcapitalonline.com/media INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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I finally got around to reading the letter that TPG sent to Sandridge Energy (SD) regarding Tom Ward’s mismanagement.  I believe they made an extremely compelling case and indeed the board and management have conducted themselves in an egregious, self-enriching manner.  I believe APA, DVN, and BP are more attractive at this point, but I...
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Below is a link to our most recent article on Microsoft.  The purpose of the article is to foster discussion and thinking in to how Microsoft, which we view as an attractive stock at current prices, could position itself to win.  Winning is rather subjective, but I believe the company has the potential to be...
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This was a really interesting interview on Francis Chou.  Chou has been a very successful value investor over the course of many years, and has a fascinating background.  I hope that you enjoy! http://online.wsj.com/article/SB10001424127887324595904578122822013974826.html?mod=WSJ_article_MoreIn_Management INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Kyle Bass of Hayman Capital provides some of the most thoughtful and in-depth research of any Hedge Fund managers that I am aware of, and in this piece he forecasts some pretty dire scenarios for Europe and Japan.  Central banks are out of control and they aren’t getting the assistance on the fiscal end to...
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