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Loews Corporation: Still Cheap on Sum-of-the-Parts Valuation Basis 15 May 2013 | 07:05 pm
Loews Corporation is a diversified holding company with the majority of its intrinsic value attributable to majority stakes in three publicly traded subsidiaries: CNA Financial, Diamond Offshore, and ...
Loews Corporation: Still Cheap on Sum-of-the-Parts Valuation Basis 15 May 2013 | 07:05 pm
Loews Corporation is a diversified holding company with the majority of its intrinsic value attributable to majority stakes in three publicly traded subsidiaries: CNA Financial, Diamond Offshore, and ...
The Facts Change at Contango Oil & Gas 9 May 2013 | 02:12 am
Over the past several months, Contango Oil & Gas Company shareholders have received a steady stream of bad news. The most significant development was the medical leave of absence and subsequent death...
The Facts Change at Contango Oil & Gas 9 May 2013 | 02:12 am
Over the past several months, Contango Oil & Gas Company shareholders have received a steady stream of bad news. Read this article for an update on our investment thesis.
Berkshire Hathaway Approaches Record High 2 Feb 2013 | 12:08 am
You can argue that if you’re not willing to react with equanimity to a market price decline of 50 percent two or three times a century, you’re not fit to be a common shareholder and you deserve the me...
Berkshire Hathaway Approaches Record High 2 Feb 2013 | 12:08 am
Berkshire Hathaway's share price is approaching $150,000 for the first time in over five years. Does this round number have any particular meaning from a valuation perspective? This article takes a br...
Japan Investing Summit 2012 24 Oct 2012 | 07:47 pm
Value investors often seek out markets that are statistically cheap because such markets offer a good possibility of identifying attractive investment opportunities. After all, this seems like a sure-...
Japan Investing Summit 2012 24 Oct 2012 | 07:47 pm
Read this article for more information on the upcoming Japan Investment Summit and an opportunity to register at a fifty percent discount to the regular price.
Contango Oil & Gas Company: Recent Developments 24 Oct 2012 | 07:07 pm
Over the past month, there have been a number of notable developments at Contango Oil & Gas Company. The company’s stock price has remained under significant pressure due to a number of company specif...
Contango Oil & Gas Company: Recent Developments 24 Oct 2012 | 07:07 pm
This article presents an update to our in-depth profile of Contango published in September. The company's stock price has remained under significant pressure due to a number of company specific factor...
