2015 Annual Letter

A good marketing pitch book for an investment fund will have a clearly defined investment strategy.  Some sort of track record illustrating how this specific

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Turnarounds Seldom Turn

There are lots of reasons to follow a business, even if you have no plans to invest in the company.  Turnarounds often seem like a

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Shop Till You Drop….

Black Friday and Cyber Monday provide some helpful reminders of time-honored value investing principles.  Let’s recap a few. Discounting from previously advertised prices may not

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