December 14, 2014


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 […]
December 7, 2014

13F: Avenir

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 […]
December 2, 2014

A great one

Novus is becoming one of the best sources of hedge fund intelligence, new report below… Chart then link: —- —- PDF Intelligence Report Website:
November 30, 2014

13F: Ariel

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 […]
November 27, 2014


I was a little too quick to send Tepper’s portfolio last weekend, it was slightly off.  Correct one below! Happy Thanksgiving!
November 25, 2014


13F week 4…Tepper! Download PDF APPALOOSA
November 16, 2014

13F: Akre

13F week 3 includes our third manager profile (after Buffett & Abrams)… AKRE
November 9, 2014

13F: Pros and Cons & Abrams

13F week 2 includes pros and cons of the strategy and our first manager profile! PROS & CONS & ABRAMS
November 2, 2014

13F: Introduction

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.  […]