Warren Buffett was interviewed before the big shareholder meeting tomorrow by Liz Claman of Fox Business Network.  Below is the transcript provided by Gurufocus. http://www.gurufocus.com/news/174294/warren-buffett-interview-before-shareholder-meeting-david-sokol INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Bill Ackman is one of the finest hedge fund managers out there and he shares some wonderful insight on some of his current investments.  Ackman has proven himself to be one of the most influential and creative managers out there today.  Enjoy! http://www.gurufocus.com/news/173452/bill-ackman-on-barnes-and-noble-burger-king-and-bacon-sundaeshttp://www.gurufocus.com/news/173452/bill-ackman-on-barnes-and-noble-burger-king-and-bacon-sundaes INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR...Read More

Wallace Weitz of Weitz funds makes some excellent points in this letter.  He discusses some individual positions and has some excellent historical insight on the markets.  Enjoy: http://www.gurufocus.com/news/173183/weitz-funds-first-quarter-letter INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

One of the biggest problems with mutual funds is that investors chase past performance.  They get in at the worst times when the stock in the funds are most expensive, and they get out when stocks are cheap and short term performance has lagged.  Despite Bruce Berkowitz’s excellent long term and current year track records,...Read More

Arnold Van Den Berg is the Co-Chief Investment Officer and Portfolio Manager of Century Management and he recently gave a speech to the Texas Association of Public Employee Retirement Systems.  I don’t want to steal his thunder as the speech is wonderful and is well worth your time.  It’s pretty tough to argue against his...Read More

Distressed investor Wilbur Ross is one of the truly great contrarian investors and in this interview he gives his insight in marine transport, shale gas, among other topics.  Ross also has large investments in the bond insurer Assured Guaranty (AGO) and Bank of Ireland (IRE).  He looks at investments from a much longer perspective than...Read More

I wanted to highlight a few key points but honestly I think I’d be doing you a disservice as the whole thing was wonderful.  He add really interesting color on Apple (AAPL), Pepsi (PEP), and normalized profit margins.  Yacktman is one of my favorite fund managers and is somebody that I pay close attention to....Read More

This morning was very exciting as one of the truly great value investors Edward Lampert appeared on CNBC to discuss the legacy of one of his mentor’s Richard Rainwater.  While it would have been wonderful to hear Lampert discuss Sears in more detail, the interview was very interesting and enjoyable, as all of the participants...Read More

This article is excellent as it does answer a lot of the same questions that we get at T&T Capital Management on gold silver. http://www.gurufocus.com/news/170931/century-management-portfolio-manager-answers-the-question-whats-your-gold-worth INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

I’ve been and will continue to be a huge fan of Bruce Berkowitz.  I find his investment style to be most similar to that employed at T&T Capital Management.  Berkowitz pores over financial statements to assess intrinsic value and he isn’t afraid to stick to his guns through adverse market conditions, as seen by the...Read More