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Gurufocus
Below is an excellent interview with Donald Yacktman of Yacktman Asset Management Co.  His long-term approach to money management is an excellent example for any investor, and his thoughts on stocks such as Hewlett Packard (HPQ) and Research in Motion (RIMM) are worth reading.  Enjoy! http://www.gurufocus.com/news/187901/donald-yacktman-interview-with-gurufocus INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE...
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This was an excellent interview with Richard Perry of Perry Capital where he comments on how recapitalizing Fannie Mae and Freddie Mac could contribute to an economic recovery.  He rightly points out how there has been no effort to recoup taxpayer money on these entities while the Treasury’s other investments have actually worked out quite...
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Fairfax Financial CEO Prem Watsa doubled down on his investment in Research in Motion (RIMM).  Now he owns 9.9% of the company.  Very few investors can compete with Watsa’s astounding investment track record and this investment in RIMM is substantial.  I do not believe he would make this bet just believing the company is likely...
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Below is the link to a video of Bill Ackman discussing his recent purchase of P&G.  This is an absolutely huge position for him representing very high conviction.  We have been investing in P&G as well primarily through the selling of long term put options.  While Ackman’s stake is close to $2 billion it still...
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These notes are great and I thought both Prem Watsa and Francis Chou’s comments on RIMM were extremely interesting.  Also if the U.S. banks weren’t so cheap Bank or Ireland would be among the first European banks that I’d be taking a look at. http://www.gurufocus.com/news/178463/the-latest-comment-on-rimm-by-prem-watsa INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT...
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You might enjoy this quick little article on value investing.  It’s amazing how over a longer period of time the outperformance is generally remarkably better than growth funds.  There will be difficult periods such as during the tech bubble but patience is the key.  Short term mark to market losses mean nothing as over time...
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What a brilliant investment by Howard Marks.  He is getting a 12% annual yield on $225 MM of debt and warrants to buy 4.4 million shares at $10.  Even if Diamond goes bankrupt Marks would likely make money by reorganizing the company which would still have its solid brand portfolio.  If the company thrives Marks...
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Nassim Taleb always has some interesting opinions and his thoughts on the JP Morgan trading losses seem to indicate that he doesn’t believe banks should be trading derivatives.  This is an odd sentiment due to his background as a derivatives trader.  I think that this situation has been blown up to epic proportions and is...
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Two of my favorite money managers Steven Romick and Jeffrey Gundlach collide for some fabulous analysis on the current markets.  Enjoy. http://www.gurufocus.com/news/177321/steven-romick-interview-comments-on-the-markets-shorting-spanish-banks INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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This is a priceless interview with the legendary Charlie Munger. His comments on high frequency trading are hilarious and in my opinion completely accurate. http://www.gurufocus.com/news/174489/charlie-munger-on-berkshire-and-buffett INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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