13F week 7...BARROW, HANLEY, MEWHINNEY & STRAUSS Download PDF CHAPTER 7 – BARROW, HANLEY, MEWHINNEY & STRAUSS Over the course of the past 30 years, Barrow, Hanley, Mewhinney & Strauss (BHMS) has proven that you do not need to take […]

I’ve decided to both to make everyone happy…text in the body of the email and a PDF. 13F week 6…AVENIR Download PDF CHAPTER 6 – AVENIR CORPORATION “We focus on what is knowable, starting with the truth that the investment process […]

13F week 5…I’m experimenting with just pasting this in the body of the email instead of a PDF… CHAPTER 5 – ARIEL INVESTMENTS “The problem is that most investors do not view negative returns and extreme volatility opportunistically.  As self-proclaimed […]

I was a little too quick to send Tepper’s portfolio last weekend, it was slightly off.  Correct one below! Happy Thanksgiving!

13F week 4…Tepper! Download PDF APPALOOSA

13F week 3 includes our third manager profile (after Buffett & Abrams)… AKRE

13F week 2 includes pros and cons of the strategy and our first manager profile! PROS & CONS & ABRAMS

I promised to start sending out a series of posts on tracking my favorite hedge funds and their stocks picks.  Starting today I will be sending out a weekly post on Sunday for you to read with your NFL consumption.  […]