Month

November 2013
Below is the most recent research report on Hewlett-Packard (HPQ). I hope that you enjoy! http://seekingalpha.com/article/1867211-hewlett-packard-no-longer-distressed-investing-upside-remains?source=email_rt_article_readmore&app=1  
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This was a really great letter to investors from value investor Tweedy Browne. He touches on a lot of great issues including how quickly perceptions about various markets or stocks change, and how little value is created by short-termism. There is a great rundown of many of the significant events over the last 20 years,...
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It is with great pleasure that we are able to release the latest performance figures for T&T Capital Management (TTCM).  To put it in perspective, we manage roughly 220 accounts currently and while we hold our stock and bond positions for a long time generally, we have thousands of options trades that must be accounted...
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  At T&T Capital Management, we have long-believed that GM has offered significant value since emerging from bankruptcy.  The bankruptcy process cleansed the company of some of the excessive liabilities and costs, while new management has improved the efficiency of the company.  In addition, pent-up demand from the Great Recession has caused car sales volumes...
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Wal-Mart made the decision today to reduce Mike Duke with long-term Wal-Mart executive Doug McMillon.  This is a rather abrupt move considering Wal-Mart’s history of retaining CEO’s for long periods of time.  I still believe that Wal-Mart is the best positioned retailer to fight off Amazon.  It is my opinion, that the company should offer...
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We are now 5 years past the Great Recession of 2008, yet governments’ in both the United States and the United Kingdom are still obsessing about banks’ sins of the past.  The most recent headline is that the U.K. believes that RBS intentionally allowed viable businesses to go bankrupt to gauge them for advisory fees...
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The resurgence of the American oil and gas industry has been nothing short of breathtaking.  The Peak Oil Theory had filled Americans with anxiety that the country would remain forever tied to importing oil from governments that are often hostile towards U.S. interests.  The development of hydraulic fracturing and horizontal drilling has dramatically reduced natural...
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This is a great interview with David Tepper.  Tepper is one of the very finest investors in the business and shares a lot of valuable insight.  He is still very bullish on the market and airlines in particular.  He likes Citigroup a lot, which we do as well at TTCM.  His returns over his career...
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Teva has been one of my most frustrating investments over the last several years.  The business is the largest generic drug manufacturer in the world and benefits from tremendous scale advantages.  There has been a considerable amount of concern pertaining to the pending expiration of Copaxone in May of 2014, which accounts for 20% of...
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There has a been a lot of discussion regarding whether Social Media and Cloud-based stocks are at bubble prices.  Clearly, there are significant differences between the current frothy valuations on a few stocks that at least seem to have legitimate businesses underlying them, and the absurdity that was the Nasdaq in 2000.  At that point...
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