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Primecap Management’s Annual Shareholder Letter 2014

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  • The PRIMECAP Odyssey Aggressive Growth Fund exceeded the +17.27% total return of the unmanaged S&P 500 Index, while the PRIMECAP Odyssey Stock Fund and the PRIMECAP Odyssey Growth Fund lagged the S&P 500 over the period.
  • PRIMECAP Odyssey Stock Fund From November 1, 2013 to October 31, 2014, the Stock Fund's total return of +16.45% trailed the S&P 500's total return of +17.27%. Unfavorable stock selection, particularly in the health care, energy, and materials sectors, detracted from the fund's relative results.

Kyle Bass Interview And The Investing Rules Of George Soros

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  • George Soros is widely regarded as one of the preeminent investors of our time after compiling a track record over four decades from 1969 to 2009; that is, without question, Hall of Fame material.
  • Soros became less active in the late 2000s and Quantum actually returned all outside capital in 2011, converting to a Family Office to concentrate on running the Soros family and Foundation assets.

Time-Out: A Case Study In Pigeon Investing

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  • With a $125,000 investment financed with a second mortgage against your farm you can buy 360 pairs of pigeons at $165 a pair.
  • Then he gives you a list of five farmers in your state who are breeding pigeons for him.
  • He owns his farm free and clear-he is a farmer like you! After meeting with three of the pigeon farmers who confirm with check stubs that he has been paying them on time and as promised.

Value Investing General Principles

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  • In my work as a corporate financial and strategic advisor, I have observed a need for such an exposition because core value investing theory is not well understood by many corporate executives.
  • Two anecdotal examples will illustrate this: While speaking with a C-level executive about a potential acquisition he was contemplating, I mentioned the practical insights that a value investing-based analysis could provide.

Aswath Damodaran: First Quiz On Corporate Governance

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5 Dividend Stocks Raising Their Payouts And Yields

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When you purchase individual stocks, risk is inherent. Sometimes bad things happen to good stocks. Eventually, every investor will hold a stock that falls out of favor and endures a double-digit decline. Understanding this from the onset makes it easier to deal with. To minimize the risk of significant declines, your core portfolio should focus on blue-chip dividend growth stocks.

Listed below are select companies that have recently elected to raise their payout and yield by increasing their cash dividends to shareholders...

Which Value Investing Metrics Should You Trust?

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  • The results are hypothetical results and are NOT an indicator of future results and do NOT represent returns that any investor actually attained.
  • Buying cheap stocks has been a good strategy-at least historically.
  • If you don't have the stomach of patience do buy individual stocks, identify value investing funds, value investing etfs, or value-focused stock-pickers searching in the bargain bin of the marketplace.

Prem Watsa On the Massive Bubble In Private & Public Tech Companies

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  • As you can see in the table, all our major insurance operations had a combined ratio less than 100%, with OdysseyRe contributing 65% of our record underwriting profit and Zenith 16%. OdysseyRe had another outstanding year under Brian Young's leadership while Zenith, under Jack Miller's leadership, had the best year since we bought it in 2010.
  • He took a virtually bankrupt company in 1989, made it profitable in three years and then had an average combined ratio of 88.3% for the next 22 years, with average annual reserve redundancies of 6.8% per year.

What's New In Magic Formula Investing 3/8/2015

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Average: 3.5 (2 votes)

Charles Brandes: Buy BRICs, ‘Old Technology’ And Bank Stocks [VIDEO]

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  • Emerging market stocks may have elevated risks, but they are far cheaper than U.S. shares making them worth the investment, said Charles Brandes, Chairman of Brandes Investment Partners.
  • Brandes added that Russian stocks are the most inexpensive of the bunch due to the collapse in oil and the Ukraine crisis, yet they are still worth a small position because they are so cheap.

Koon Boon Kee: Accounting Nuances and Pitfalls

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Whitebox: Ten Enduring Principles to Interpret Constant Market Change

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  • The source of investment return is the efficient reduction of risk.
  • Know the drivers of your investment; maximize exposure to the mispricing and minimize exposure to everything else.
  • Avoid strategies that might overwhelm your abilities-or sensibilities.

Daniel Kahneman: Death Is Optional

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  • DANIEL KAHNEMAN: Before asking you what are the questions you are asking yourself, I want to say that I've now read your book Sapiens twice and in that book you do something that I found pretty extraordinary.
  • I'm trying to identify what are the possibilities, what is the horizon of possibilities that we are facing? And what will happen from among these possibilities? We still have a lot of choice in this regard.
  • DANIEL KAHNEMAN: Could you elaborate on these possibilities? I mean, what's the distinction between predicting and setting up a range of possibilities?

Twelve Contrarian Fund Picks For Your IRA

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Falling Oil Prices Source of Bargain Hunting – Oakmark Funds

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  • Information about portfolio holdings does not represent a recommendation or an endorsement to Fund shareholders or other members of the public to buy or sell any security contained in the Funds' portfolios.
  • Because Oakmark Select Fund and Oakmark Global Select Fund are non-diversified, the performance of each holding will have a greater impact on the Funds' total return, and may make the Funds' returns more volatile than a more diversified fund.

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