February 2015
Listen and learn more about our very own Tim Travis and T&T Capital Management on Strategic Investor Radio with Charley Wright. Listen Now   OC Talk Radio – Orange County’s only community radio station, giving businesesses a voice on the internet @
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Hello Everybody, Oil prices continue to be immensely volatile, with prices rising roughly 30% from the lows earlier in the year.  After OPEC decided to keep production steady in November, many market prognosticators wrote about how the shale drillers were likely to go head-to-head and keep producing as much as possible.  This was a very...
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Read our latest research report from Chief Investment Officer Tim Travis on American International Group Inc. (AIG)   American International Group Inc. – Extraordinary Value in a Subpar Investment Environment  
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Hello Everybody, Value investing is all about understanding the fundamentals of individual businesses and buying them at large discounts to intrinsic value.  Short-term swings are completely irrelevant to this type of investment strategy.  In a market where almost everything is expensive and unattractive, this is one of the most obvious irrationalities I’ve ever seen and...
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Hello Everybody, For those of you that have been with me for years, you are likely aware that one of my favorite investment managers is Bruce Berkowitz of Fairholme Funds.  This is a guy with one of the best long-term track records of any investor and like us, he takes relatively concentrated positions on out...
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