Money and Finance
- Links
Sanjay Bakshi: What did HE mean when he said Never Lose Money? (LINK) How the Third Avenue Fund Melted Down (LINK) Many Concerns About Third Avenue [H/T Linc] (LINK) Oil Bankruptcies Reach Highest Quarterly Level Since Recession (LINK) Energy Companies...
- The Art Of Selling Stocks - By Chris Mayer
The bottom line: There is no magic way to sell to ensure maximum gains every time out. I think anytime you sell, you could cost yourself money if that stock turns out to be a big winner. I understand that risk. On the other hand, as Third Avenue shows,...
- John Mauldin's Outside The Box: Converging On The Horizon - By Ed Easterling
The end is near! Stock market history and earnings cycle history are converging. As a result, the market is likely to be down for the year 2011 or 2012. If not, then it will have been different this time. Crestmont’s research focuses primarily on long-term...
- $30b Worth Of Advice
Marty Whitman, founder of Third Avenue Mgmt., shares his investment strategy with CNBC's Sue Herera. ...
- Use The Market's Short-termism To Your Advantage
Here's a general criticism that I often hear about investing in companies with economic moats: Companies with economic moats always look expensive and they trade with premium multiples to the market. How can we invest with a suitable margin-of-safety...
Money and Finance
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 believe it will be helpful to our clients to reiterate our views. There are market participants who now are forced sellers; for Third Avenue, the current environment seems to present excellent buying opportunities.
- Links
Sanjay Bakshi: What did HE mean when he said Never Lose Money? (LINK) How the Third Avenue Fund Melted Down (LINK) Many Concerns About Third Avenue [H/T Linc] (LINK) Oil Bankruptcies Reach Highest Quarterly Level Since Recession (LINK) Energy Companies...
- The Art Of Selling Stocks - By Chris Mayer
The bottom line: There is no magic way to sell to ensure maximum gains every time out. I think anytime you sell, you could cost yourself money if that stock turns out to be a big winner. I understand that risk. On the other hand, as Third Avenue shows,...
- John Mauldin's Outside The Box: Converging On The Horizon - By Ed Easterling
The end is near! Stock market history and earnings cycle history are converging. As a result, the market is likely to be down for the year 2011 or 2012. If not, then it will have been different this time. Crestmont’s research focuses primarily on long-term...
- $30b Worth Of Advice
Marty Whitman, founder of Third Avenue Mgmt., shares his investment strategy with CNBC's Sue Herera. ...
- Use The Market's Short-termism To Your Advantage
Here's a general criticism that I often hear about investing in companies with economic moats: Companies with economic moats always look expensive and they trade with premium multiples to the market. How can we invest with a suitable margin-of-safety...