Money and Finance
- Buffett's Crisis-lending Haul Reaches $10 Billion
Billionaire Warren Buffett tossed lifelines to a handful of blue-chip companies during the financial crisis. Five years later the payoff on those deals is becoming clear: $10 billion and counting. Mr. Buffett approached that figure after he collected...
- Oak Value Fund: Investment Adviser’s Review – Q4 2008
“All armies prefer high ground to low and sunny places to dark.” - Sun Tzu, The Art of War Quoting history’s most widely taught treatise of wartime engagement seems appropriate as we reflect upon the recent quarter, and for that matter, the year...
- Oak Value Fund - Letter To Shareholders
One of the most important factors we consider in making investment decisions is a company’s ability to generate cash, and we believe the Fund’s portfolio is filled with companies that either have buckets of cash or are generating it. At the end of...
- Buy American. I Am. - By Warren E. Buffett
THE financial world is a mess, both in the United States and abroad. Its problems, moreover, have been leaking into the general economy, and the leaks are now turning into a gusher. In the near term, unemployment will rise, business activity will falter...
- Recent Buy: 107 Shares Of Corr
On June 24, 2015, I bought 107 shares of Corenergy (CORR). 101 at $6.10 and I flipped 6 shares at $6.17. Rational 1) Corr has just reached an agreement to purchase all of EXXI Midstream and upstream facilities for $245 Million. 2) Corr will then lease...
Money and Finance
Oak Value Fund - Investment Adviser’s Review – Third Quarter 2007
Last quarter we dedicated a significant portion of our commentary to the notion of risk and the emotion of “fear.” In a short period of time, Mr. Market has become increasingly focused on this fear. The discipline that defines us requires that we be fearful when others are greedy and greedy when others are fearful. For long-term, disciplined investors interested in owning high quality companies and willing to purchase such at attractive valuations, opportunities abound.
- Buffett's Crisis-lending Haul Reaches $10 Billion
Billionaire Warren Buffett tossed lifelines to a handful of blue-chip companies during the financial crisis. Five years later the payoff on those deals is becoming clear: $10 billion and counting. Mr. Buffett approached that figure after he collected...
- Oak Value Fund: Investment Adviser’s Review – Q4 2008
“All armies prefer high ground to low and sunny places to dark.” - Sun Tzu, The Art of War Quoting history’s most widely taught treatise of wartime engagement seems appropriate as we reflect upon the recent quarter, and for that matter, the year...
- Oak Value Fund - Letter To Shareholders
One of the most important factors we consider in making investment decisions is a company’s ability to generate cash, and we believe the Fund’s portfolio is filled with companies that either have buckets of cash or are generating it. At the end of...
- Buy American. I Am. - By Warren E. Buffett
THE financial world is a mess, both in the United States and abroad. Its problems, moreover, have been leaking into the general economy, and the leaks are now turning into a gusher. In the near term, unemployment will rise, business activity will falter...
- Recent Buy: 107 Shares Of Corr
On June 24, 2015, I bought 107 shares of Corenergy (CORR). 101 at $6.10 and I flipped 6 shares at $6.17. Rational 1) Corr has just reached an agreement to purchase all of EXXI Midstream and upstream facilities for $245 Million. 2) Corr will then lease...