Archives
August 11, 2011
Please click on the link below to read a timely Warren Buffett interview in which he comments on the recent stock market meltdown, the Treasury bond downgrade, and whether he sees another downturn in the economy.
July 5, 2011
Please click on the link below to view the Wall Street Journal article “The 25 Documents You Need Before You Die”. This article serves as a good introduction on things you can do to help make life easier for your spouse or heirs. We recommend that you consult an estate planning attorney to review your specific situation.
March 16, 2011
Charles de Vaulx, co-portfolio manager of the IVA Worldwide and IVA International Funds which are positions in many of our clients’ portfolios, comments on the crisis in Japan.
December 10, 2010
Bruce Berkowitz, the manager of both Fairholme and Fairholme Focused Income that is owned in many of our clients’ portfolios, was featured last week in this great article in Fortune
October 20, 2010
A recent New York Times article which summarizes our view that high quality stocks are cheaper than bonds.
Barron’s interview with Amit Wadhwaney the manager of Third Avenue International Value Fund on July 19, 2010.
Wall Street Journal July 6, 2010 profile on the Sequoia Funds 40th anniversary.
De Vaulx: We've Found Bargains in the U.S.
The IVA manager discusses recent picks in high yield, the U.S. market, a Japanese pharma company, and short-dated Asian currency bonds.
The Long View
Longleaf Partners 2009 2nd Quarter Commentary
2009 Berkshire Hathaway Annual Meeting Notes
Warren Buffett recently sat down with Susie Gharib of the Nightly
Business Report for an interview celebrating the shows 30 year
anniversary.
The Wisdom of Great Investors. Insights from some of history’s
greatest investment minds.
Warren Buffett rarely gives an opinion on the
market like he did with his long term buy
American call in October. We have attached this recent NY Times
Op-Ed along with his 3 previous articles where Buffet has made
his other great long
term calls on whether the
market was under or over valued.
We have attached a recent interview in Kiplinger’s Personal
Finance with Bruce Berkowitz, the manager of the Fairholme Fund
which most of our clients currently own.
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