This is the letter we wrote to our clients in the first quarter of 2011. It discusses the importance of international investing and our purchase of a UK retailer, Halfords PLC. If you want to read a shorter version, I’ve turned it into an article that was published in the June issue of Institutional Investor, [...]
VALUEx Vail 2011 is over. I already miss these three days. I got the idea to put together VALUEx Vail after I attended VALUEx in Klosters (a little ski resort town in Switzerland, located on the other – the “value” – side of the mountain from Davos) in February this year. Since I live only [...]
While in Omaha attending the Berkshire Hathaway annual meeting I had the pleasure of participating on a Value Investing Panel at Creighton University. Ben Claremon from Inoculated Investor blog took very good notes from the event, you can find them in the PDF below. Creighton Value Investing Panel(function() { var scribd = document.createElement(“script”); scribd.type = “text/javascript”; scribd.async = true; scribd.src = “http://www.scribd.com/javascripts/embed_code/inject.js”; var [...]
Jeff Saut, Chief Market Strategist at Raymond James kindly mentioned my Cisco article in his weekly letter: Efficient Markets?! May 31, 2011 “Markets are efficient, or so we’ve been told. I am not here to put a rebuttal to this academic nonsense, but let me give you one of the core reasons why markets are [...]
I was on BNN (Canadian CNBC) with Jeff Saut (Chief Market Strategist with Raymond James) and Jeff Hirsch (editor of Stock Trader’s Almanac) discussing sideways markets. We did three segments, here are links to the segments one, two and three.