Below is a link to my most recent research report on Citigroup.  This stock is deeply undervalued and offers and extremely compelling opportunity for long-term investors.  I hope that you enjoy!   http://seekingalpha.com/article/2142653-citigroup-this-is-a-no-brainer-homerun-investment-for-the-long-term-investor  Read More

Few articles that I have read describe the investment philosophy of T&T Capital Management (TTCM) better than the below one by the great value investor Howard Marks.  My first six or seven years in the investment industry revolved around the substantive differences between the way that the most successful investors in history have invested, and...Read More

I found a wonderful article on the famous and enormously successful value investor Howard Marks that I thought would be helpful to pass on to you.  The current stock market is filled with media and speculator darlings such as Tesla, 3D Systems, Facebook and LinkedIn.  There are numerous other stocks trading at absurd earnings multiples...Read More

The new era of banking that started after the Financial Crisis, consists of much higher regulatory and capital requirements.  This has reduced returns in the industry but arguably has made the banking system more financially sound.  It should come as no surprise that smaller banks have been more negatively impacted and are losing market share,...Read More

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...Read More

With the stock market ascending to record heights and bonds having very little upside given the low interest rate environment, it is very logical to argue for increasing the percentage of cash in your portfolio.  While money market interest rates aren’t even close to 1%, inflation is fairly low at the time, and the optionality...Read More

Here is Tim Travis’ research report on Citigroup (C) on Oct 16th 2012.   http://seekingalpha.com/article/925821-citigroup-rising-like-a-phoenixRead More

Here is Tim Travis’ research report on Citigroup (C) on July 18th 2012.   http://seekingalpha.com/article/729291-citigroups-undervaluation-is-obvious-and-its-time-to-act-updateRead More

Here is Tim Travis’ research report on Bank of America (BAC), Citigroup (C), Morgan Stanley (MS)  on June 6th 2012.   http://seekingalpha.com/article/639981-3-u-s-banks-with-divergence-of-business-and-stock-valuesRead More

Here is Tim Travis’ research report on Citigroup (C) on April 16th 2012. http://seekingalpha.com/article/501541-citigroups-undervaluation-is-obvious-and-its-time-to-actRead More