Value Investing News

Longleaf's Q3 portfolio has been filed. New or increased positions include DTV, BK, IHG, WSH, TWTC, YUM, LVLT, MKL, FIC, RE, WEN, AOC, DELL, and CHK.

EarthLink's strategy of being the premier provider of premium dial-up Internet service is a long-term loser, but a lean operating structure and good cash flows should allow it to hold on until a buyer comes along.

I was looking at the front page of Value Investing News last night (October 17, 2007), and the New 52-Week Lows list jumped out at me. This list is packed with top quality companies, many of which have sustainable competitive advantages.