Below is the interview with TTCM CEO on Bloomberg discussing Apple and Amazon.  Enjoy! http://www.ttcapitalonline.com/media/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Often times the stock market will offer an absolutely absurd price for a business.  These mispricing’s can last for quite some time as momentum investors and chartists react to stock “movement” as opposed to business values.  The beautiful thing about the stock market is that you can choose on what terms you wish to play. ...
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Amazon (AMZN) reported extremely strong earnings last week aided by improving margins.  I believe that Amazon has one of the widest moats of any business, as infrastructure investments over the last 15 years, have built a distribution model that cannot be emulated.  Amazon is one of the all time category killers impacting retailers of all...
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In this article the author outlines the usual reasons why Sears (SHLD) has declined over the last several years. His comments on declining sales, lack of revenue growth, asset dispositions, and management changes are all accurate.  What people don’t realize is that one of the smartest decisions Edward Lampert made was not too invest any...
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This article http://www.forbes.com/sites/ericsavitz/2012/03/21/6-reasons-why-i-dont-invest-in-the-u-s-stock-market/3/ in Fortune shows some key differences in how non-value investors look at the market versus how we do.  I’m going to address the authors 6 reason below: 1) Retirement Savings- The author cites the fact that the market has been flat over the last 15 years because so much retirement money has come into...
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Bill Ackman appeared on CNBC today where he discussed Borders, Amazon (AMZN), Apple (AAPL), and JC Penney (JCP) among other topics.  Ackman has become one of the most influential investors in the United States through activist investing built on solid value investment principles.  I thought his comments on the housing market were particularly relevant.  It...
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