Last Saturday was the Berkshire Hathaway annual shareholder meeting and there was an interesting quote from Warren Buffett, after selling a chunk of his Apple stock. “I don’t mind at all, given current conditions, building our cash position.  When I look at the equity markets and the composition of what’s going on in the world,...Read More

I wanted to start with wishing all the Dads a Happy Father’s Day.  There has been a lot of interesting data coming out, including an incredible jobs report for May, and then a shockingly good retail sales number last week.  As we continue to reopen and resume a semblance of normalcy, things should only keep...Read More

“Those times when you get up early and you work hard, those times when you stay up late and you work hard, those times when you’re too tired and you don’t feel like working and you do it anyway:  That is actually the dream.  The destination is the journey.” —Kobe Bryant   It is a...Read More

Continued pressure on bond yields and bad economic data out of China and Europe scared the market today, causing a 3% selloff.  While it is a large point drop, it would only qualify as the 342nd largest percentage drop in history.  Stocks got off to a torrid start to the year and it shouldn’t be...Read More

On May 4th, Assured Guaranty reported another phenomenal quarter of financial performance. Operating income was $273MM, or $2.14 per share in the quarter. These figures were up from $123MM, or $.89 per share in the prior year’s quarter. These returns were achieved despite the company adding an extra roughly $100MM in reserves for Puerto Rico,...Read More

At T&T Capital Management, (TTCM) our core competencies are research and money management. The first step in our investment process is identifying deeply undervalued securities...Read More

The first month of 2017 has begun with a very tight trading range for US stocks. Just as with the election in November, many market pundits were forecasting a collapse in stocks after the inauguration, but that has thus far failed to take place.Read More

As many of you know, we started T&T Capital Management a little over 5 years ago now with the dream of being able to offer what we believe to be the best investment methodology at a reasonable price...Read More

Well that was one heck of a week.  While I certainly was not smart enough to predict the results of the election, it has had a profound impact on my expectations for us as investors.  For the last 7 years, I’ve been one of the most vocal advocates of financial stocks that I am aware...Read More

As a firm, our biggest position has been Assured Guaranty (AGO) for quite some time. We have written about it extensively and covered the attractiveness of the opportunity in great detail. Today was a great day, as we really got confirmation of the incredible progress that this company is making.Read More