Wednesday, January 30, 2008

Jean-Marie Eveillard on WealthTrack

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Jean-Marie Eveillard with another appearance on WealthTrack: VIDEO 1/25/08 and TRANSCRIPT ..... CONSUELO MACK: Jean-Marie, when you were he...
Monday, January 28, 2008

Credit Crisis - Robert Rodriguez, FPA Funds

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To begin with, I believe FPA Capital Fund and FPA New Income are well structured to weather this credit-crisis storm. FPA Capital stands wit...
Saturday, January 26, 2008

Bearish signals could be good news for stocks - by Mark Sellers

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They say you make your money in a bear market, you just don’t know it at the time. If that’s true – and I believe it is – then the current m...
Thursday, January 24, 2008

John Donahoe at the LMCM Thought Leader Forum

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It was announced today that Mr. Donahoe will be replacing Meg Whitman as CEO of eBay when she steps down at the end of March. He gave this ...
Wednesday, January 23, 2008

Greg Mankiw, Paul Krugman, and Fiscal Stimulus

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From Greg Mankiw's Blog : - - "a strategy of desperation" - My favorite book by Paul Krugman is Peddling Prosperity , which I...
Monday, January 21, 2008

Meet the Portfolio Manager - Bruce Berkowitz

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InvestmentNews archived 54-minute interview (12/11/2007) with Bruce Berkowitz, Fairholme Capital Management LLC

Morningstar - Conversation: Jean-Marie Eveillard and Marty Whitman

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Jean-Marie Eveillard and Marty Whitman met in 1990 shortly after Whitman launched what would become his signature fund, Third Avenue Value T...

Chris Davis on WealthTrack

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Chris Davis Video (1/18/08) on WealthTrack: http://www.wealthtrack.com/video_player.html - .................... - Related Previous Post: The...

Longleaf Partners Funds 4th Quarter Letter

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The fourth quarter volatility gave long-term investors terrific opportunities to pursue. Short-term, prices suffered, particularly in the tw...

Mauboussin - ROIC Patterns and Shareholder Returns: Sorting Fundamentals and Expectations

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Our recent piece, “Death, Taxes, and Reversion to the Mean” 2, aimed to provide context for analysts building financial models by documentin...