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Tim Travis
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Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
My company:
T&T Capital Management
My blog:
T&T Capital Management Blog
My book:
Learn to Treat Your Portfolio as a Business
View Tim Travis' Instablogs on:
  • Charlie Munger Talk At Harvard-Westlake 2010

    There are few people in the world as extraordinarily brilliant, yet practical as Charlie Munger, Warren Buffett's right hand man at Berkshire Hathaway (brk.b). In reading everything I can find on him I have significantly improved my own mental models, but there just aren't many Charlie Munger's out there. This is a gem of a speech regarding the causes and behaviors of the Financial Crisis. It is about 10 pages but I assure you that you won't regret having taken the time.

    http://www.scribd.com/doc/110302239/Munger-Talk-at-Harvard-Westlake

    Disclosure: I am long BRK.B.

    Oct 18 1:21 PM | Link | Comment!
  • Meredith Whitney: No CEO Can Fix Citigroup

    It seems like Meredith Whitney might be trying to relive her glory days of predicting a dividend cut by Citigroup (NYSE:C), as now she is saying that no CEO can fix Citigroup. I honestly have no clue what she is talking about. Citicorp is posting 15% returns on tangible equity and Citi Holdings is only 9% of assets now. As usual Whitney's focus in on a headline as opposed to facts. Just once I'd like to see a detailed report that shows any semblance of ability at financial analysis. Below is my report on Citigroup written the day before Pandit's resignation.

    http://blogs.wsj.com/marketbeat/2012/10/16/meredith-whitney-no-ceo-can-fix-citigroup/

    http://seekingalpha.com/article/925821-citigroup-rising-like-a-phoenix

    Disclosure: I am long C.

    Oct 16 7:11 PM | Link | Comment!
  • CNBC Interview-Tim Travis CEO TTCM

    Below is the link to the CNBC interview this evening. The hosts were in Singapore so there was a bit of a delay when I would answer, which looks a bit funny. Thanks!

    http://video.cnbc.com/gallery/?video=3000121778

    Oct 12 5:33 PM | Link | Comment!
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