Performance - Week Ending 10/24/2014

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Over a life time of investing, the results are not validated by the effort, but rather the effort is validated by the results.

My First Purchase, Exxon Mobil (XOM)

(via www.focusondividends.com)

Brief analysis of my first purchase in a newly created dividend portfolio

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What We're Reading ~ Hedge Fund Links 10/24/14

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Paul Tudor Jones says commodities will be ugly until 2020 [Business Insider]

Investors add $18b to hedge funds in Q3 [FINalternatives]

On hedge funds' use of social media [ValueWalk]

A look at Paulson & Co's recent activity [ii alpha]

Children's Investment Fund drops Coal India campaign...

Which is Best: Warren Buffetts' Owner Earnings or Y-Charts Owners' Profits?

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Warren Buffetts’Owner Earnings and Y-Charts Owners’ Cash Profits are similar types of cash flow for analysis of businesses and stocks. These metrics provide important insight into the cash flow of the entity, particularly the cash flow available for the owners.

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Robin Hood Investors Conference 2014: Summary of Stock Picks

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The 2014 Robin Hood Conference took place over the past two days in New York where hedge fund managers presented their latest investment ideas to benefit the Robin Hood Foundation which fights poverty.  Julia La Roche of Business Insider tweeted tidbits from the event and here's an aggregation...

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David Einhorn: Seeing Buying Opportunities Past Few Weeks

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At the Robin Hood Investors Conference this week, Greenlight Capital's David Einhorn sat down with CNBC to talk markets.  He said he's seeing a lot of opportunities now and has bought "a bunch of things" the past couple of weeks.

Einhorn says he's not concerned with the day-to-day swings of...

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What We're Reading ~ Analytical Links 10/23/14

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On the mantra that interest rates have to rise [Aleph Blog]

Why market volatility matters: it makes investors do stupid things [Abnormal Returns]

A look at Hertz Global [Seventeen Mile]

On how much Bank of America is actually making [Bloomberg View]

Ocwen still under scrutiny from regulators...

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The Butterfly Machine

(via alephblog.com)

There’s a phenomenon called the Butterfly Effect.  One common quotation is “It has been said that something as small as the flutter of a butterfly’s wing can ultimately cause a typhoon halfway around the world.” Today I am here to tell you that for that to be true, the...

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United Technologies Corp. Has A Strong Balance Sheet And Excellent Free Cash Flow

(via seekingalpha.com)

United Technologies Corp. is an aerospace-industrial conglomerate with a portfolio includes Pratt & Whitney jet engines, Sikorsky helicopters, Otis elevators, and Carrier air conditioners, among other products. In July 2012, UTX purchased aerospace competitor Goodrich. Linked here is a detailed analysis and commentary...

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Special situation opportunity in Harvard Illinois Bancorp

(via www.oddballstocks.com)

Management at many small companies is often accused of being 'asleep at the switch', a figurative expression for failing to act quickly.  But it's not often that proof of a company's management physically asleep during corporate meetings appears on the internet as is the case with Harvard...

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Corvex Capital's Presentation on Crown Castle (CCI)

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At the Robin Hood Investors Conference the past few days, Keith Meister of Corvex Capital sat down with CNBC to talk about his positions.

He owns almost $1 billion worth of Crown Castle International (CCI), the wireless tower operator.  He says it's the best combination of real estate and...

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Third Point's Q3 Letter: Long Amgen, eBay & Alibaba, Exited Sony

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Dan Loeb's hedge fund firm Third Point is out with its third quarter letter.  In it, the firm reveals that they've added to their stake in Amgen (AMGN), established a sizable new position in eBay (EBAY), and have a significant direct investment in the newly public Alibaba...

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Dividend Growth Stocks: Automatic Data Processing Inc. (ADP) Dividend Stock Analysis

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Automatic Data Processing Inc., one of the world's largest independent computing services companies, provides a broad range of data processing services. Linked here is a detailed analysis and commentary...

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Warren Buffett: I made a mistake on Tesco

(via www.cnbc.com)

Billionaire Warren Buffett says he made a big mistake investing in Tesco.

Buffett's bet on autos: Berkshire's car guy talks

(via www.cnbc.com)

It took only seven years for Larry Van Tuyl to decide to sell the family business to Berkshire Hathaway.