Here is Tim Travis’ research report on Wells Fargo (WFC) on July 13th 2012.   http://seekingalpha.com/article/720181-wells-fargo-update-on-underpriced-growth-and-total-return-potentialRead More

Here is Tim Travis’ research report on Wells Fargo (WFC) on June 14th 2012.   http://seekingalpha.com/article/659691-wells-fargo-underpriced-growth-and-total-return-potentialRead More

http://seekingalpha.com/article/921361-wells-fargo-continues-to-eat-up-the-competition INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Below is the interview with TTCM CEO on Bloomberg discussing Wells Fargo and the other big banks.  Enjoy! http://www.ttcapitalonline.com/media/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

http://seekingalpha.com/article/720181-wells-fargo-update-on-underpriced-growth-and-total-return-potential?source=email_rt_article_title&ifp=0 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

One of my favorite investors Bruce Berkowitz of Fairholme Funds posted a new slide show today.  He correctly identifies the difference between volatility and risk as defined by a permanent loss of capital.  In this market anything with the perception of risk is being punished quite viciously as the macroeconomic situation is trumping individual stock...Read More

Wells Fargo (WFC) continues to utilize its financial strength to buy attractive loan portfolios from companies that are deleveraging.  The subscription finance portfolio offers relatively high yields without taking on unseemly credit risks.  These types of acquisitions are important for diversification, and to be fight off the low net interest margins that exist in the...Read More

Berkshire Hathaway hit a 13 month high today as the recent rebound in equities has boosted confidence in the stock.  Berkshire (BRK/B) is one of the core positions at T&T Capital Management as we believe that the company is misunderstood and undervalued.  The market isn’t adequately pricing in the fact that the majority of Berkshire’s...Read More

http://seekingalpha.com/article/659691-wells-fargo-underpriced-growth-and-total-return-potential?v=1339693414&source=tracking_notify INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

I think Wells Fargo (WFC) is making the right move by attempting to double their asset management business within the next seven years.  Asset management is not a capital intensive business and it is very scalable so I’d expect the company to be able to increase profitability as it grows.  Wells Fargo also has the...Read More