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Kool Aid Drinker on Bruce Berkowitz Talks About Investing At University Of Miami-Gurufocus Guru? The guy is flat over 3 years, and negativ...
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Tim Travis on Bruce Berkowitz- Return Of A Star Fund Manager (Fortune) That is very possible. I think it's still a buy...
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Joe Springer on Bruce Berkowitz- Return Of A Star Fund Manager (Fortune) Tim Moody's is late with $AGO announcement, cou...
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Tim Travis on TTCM's Rebuttal To WSJ Article- “Why Stocks Are Riskier Than You Think” I'm glad that you enjoyed it. Thank you for rea...
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User 486211 on TTCM's Rebuttal To WSJ Article- “Why Stocks Are Riskier Than You Think” Tim, This is really an awsome article! Thanks!CT
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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.
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 (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.
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