Value Investing News

I make changes to my portfolio and those of my clients once a quarter, where I trade out of 2-4 of my ~35 companies, and buy a similar number of new companies.  I have detailed that in this article. But one thing that I do differently now is where I source ideas.  There are three [...]

• http://alephblog.com/2012/11/24/recent-13f-filings/ (142)