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Research Reports
Here is Tim Travis’ research report on American International Building (AIG) on March 23rd 2012.   http://seekingalpha.com/article/453981-aig-is-too-good-a-long-term-idea-to-pass-up
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Here is Tim Travis’ research report on General Motors (GM) on March 23rd 2012.   http://seekingalpha.com/article/453621-general-motors-stock-price-is-far-too-pessimistic
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Here is Tim Travis’ research report on CSX Corporation (CSX) on March 9th 2012.   http://seekingalpha.com/article/422651-csx-investment-rationale
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Here is Tim Travis’ research report on Hewlett-Packard (HPQ) on November 11th 2011.   http://seekingalpha.com/article/307247-hewlett-packard-down-but-not-out
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Here is Tim Travis’ research report on Citigroup (C) on October 16th.       http://seekingalpha.com/article/1747352-citigroup-should-not-be-trading-at-a-discount-to-tangible-book
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Here is the most recent update to our Bank of America (BAC) investment thesis.  This was posted originally on Seeking Alpha on October 16th.   http://seekingalpha.com/article/1748862-bank-of-america-validating-buffetts-original-investment-thesis-with-execution
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While I believe Bill Ackman to be one of the smartest investors in the field, I don’t believe with his original assessment on Herbal Life (HLF).  There was nothing in his research report that really told me that it was a Pyramid Scheme by any stretch of the imagination and being so public about it,...
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Below is a link to our most recent article BlackBerry Workout Strategy 101.  In this article we discuss our belief that value investor Prem Watsa of Fairfax Financial understands that the breakup value of BlackBerry is likely greater than the Enterprise Value being paid for the company, and we believe that the company should be...
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