February 2016
Since the beginning of 2016, stocks around the world have been in freefall.  We are seeing volatility and panic at levels, not seen in at least 5 years and in some areas since the Financial Crisis.  There is no doubt that this is a very challenging time to be an investor as virtually no stocks...
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The panic of 2016 is opening up opportunities that we haven’t seen since 2009.  Like Bruce Berkowitz of Fairholme Funds said in his last letter “My three decades of experience dictates that the seeds of great performance are planted during the toughest of times.  Above-average returns only seem painless in hindsight.  After all, if it...
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Friday February 5th was Freefall Friday for the Glamor Tech stocks that have been the apple of most market pundits’ eyes over the last few years.  Many of these companies are not profitable on a GAAP basis; but use absurd accounting practices where a huge percentage of their expenses, such as stock based compensation, or...
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Bruce Berkowitz of Fairholme Funds has some of the best long-term investment returns in the industry.  He employs a value investing methodology very similar to us, by focusing on fundamentals and taking a more concentrated approach.  Why would you allocate the same amount of money to your 10th best idea as you would your first...
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There can be no doubt that we are in the midst of a global bear market.  It is never a fun process, especially since it has really been since 2008 and early 2009 since the last one occurred, and that memory stings to all of those that were in the market during that time.  While...
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