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Buffett's Strategy Lives in These Mutual Funds

By George on Wed, 2009-09-30 14:08
(via www.thestreet.com)

Recently, Morningstar analysts studied funds that invest in stocks with wide moats. They found that the funds proved relatively resilient during the rough markets of the past year.

Magic Formula Stock Review: EarthLink (ELNK)

By MagicDiligence on Thu, 2008-09-25 09:09
(via www.magicdiligence.com)

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.

Time Warner: Worth Keeping an Eye On : Circle of Competence

By Circle of Compe... on Mon, 2008-07-07 19:23
(via www.circleofcompetenceblog.com)

By the end of the year, Time Warner Cable (TWC), will be a stand alone entity after being spun off from Time Warner Inc. (TWX).   TWC is a publicly traded company as it currently stands, 84% owned by its parent, Time Warner Inc.    The carve-out occured early in 2007, trading between $36-43, but has plummeted down into the $20’s since.

Icahn on 60 Minutes

By TS on Wed, 2008-03-12 12:51
(via valueplays.blogspot.com)