Money and Finance
- Jim Chanos Saw Autonomy's Problems...
While alleged fraud at Autonomy may have been a surprise to Hewlett-Packard, its auditors, its bankers and its executives, it wasn’t to short-seller Jim Chanos. Chanos told me this morning that in early 2011, months before the HP-Autonomy deal, Autonomy...
- Graham And Doddsville - Fall 2011
Thanks to Matt for passing this along. It features Lee Cooperman, Mario Gabelli, and Marty Whitman.Link to: Graham and Doddsville - Fall 2011 ...
- Boombustology And Value Investing: Why Context Matters - By Vikram Mansharamani
Via Value Investing Letter.As one who has fought with global equity markets during the past 20+ years, I remain confused by the typical value investor’s belief that “top-down” issues are not worth contemplating. Why is it that Graham and Dodd investing...
- Marty Whitman And Third Avenue See Opportunity
Third Avenue focuses on bottom-up, fundamental analysis with an emphasis on buying and holding securities for the long term. Third Avenue pretty much ignores short-term general market movements. However, in light of the current market environment, we...
- Investing Gems
Investing gems from some of my favorite investors - David Gardner, Lou Ann Lofton, Peter Lynch, Marty Whitman, and Charlie Munger comment on long run investing....
Money and Finance
$30B Worth of Advice
Marty Whitman, founder of Third Avenue Mgmt., shares his investment strategy with CNBC's Sue Herera.
- Jim Chanos Saw Autonomy's Problems...
While alleged fraud at Autonomy may have been a surprise to Hewlett-Packard, its auditors, its bankers and its executives, it wasn’t to short-seller Jim Chanos. Chanos told me this morning that in early 2011, months before the HP-Autonomy deal, Autonomy...
- Graham And Doddsville - Fall 2011
Thanks to Matt for passing this along. It features Lee Cooperman, Mario Gabelli, and Marty Whitman.Link to: Graham and Doddsville - Fall 2011 ...
- Boombustology And Value Investing: Why Context Matters - By Vikram Mansharamani
Via Value Investing Letter.As one who has fought with global equity markets during the past 20+ years, I remain confused by the typical value investor’s belief that “top-down” issues are not worth contemplating. Why is it that Graham and Dodd investing...
- Marty Whitman And Third Avenue See Opportunity
Third Avenue focuses on bottom-up, fundamental analysis with an emphasis on buying and holding securities for the long term. Third Avenue pretty much ignores short-term general market movements. However, in light of the current market environment, we...
- Investing Gems
Investing gems from some of my favorite investors - David Gardner, Lou Ann Lofton, Peter Lynch, Marty Whitman, and Charlie Munger comment on long run investing....