MHK
Notes: Today's Sequoia Fund Annual Investor Day
(via valueinvestingresource.blogspot.com)
Notes by Michael Onghai of the May 16, 2008 Sequoia Fund Annual Investor Day.
Stocks to Buy in '08
(via online.barrons.com)
Barron's Roundtable members Meryl Witmer, Fred Hickey, Art Samberg and Mario Gabelli share their stock picks for 2008.
Sequoia Fund Annual Report
(via www.sequoiafund.com)
The total return for Sequoia Fund was 8.34% for 2006. Over the last year the fund underperformed. Over the last five years it's beaten the market by a very slim margin. Still, it's worth reading the report. Discussion includes Berkshire, Mohawk, Progressive, and Bed Bath & Beyond.
Value on Sale
(via www.marketwatch.com)
Brad Hinton is the first co-manager that veteran value-stock investor Wally Weitz has ever brought aboard his flagship mutual funds. Find out what he likes by clicking on FULL STORY.

