USG

The latest report on the performance of the Fat Pitch Financials Value Portfolio hosted at Marketocracy.

The FPF Value Port outperformed the market in 2009, returning 42.44% versus just 26.47% for the S&P 500.

This is an update on the performance of the Fat Pitch Financials Portfolio. The portfolio at the end of October was beating the S&P 500 by an annualized 2% since inception in 2004.

Analyzing Warren Buffett's stock picks.

* U.S. Bancorp (USB)
* USG Corporation (USG)
* Union Pacific Corp (UNP)
* United Parcel Service (UPS)
* United Health (UNH)
* Wabco Holdings (WBC)
* Wal-Mart (WMT)
* Washington Post (WPO)
* Wells Fargo (WFC)
* Wellpoint (WLP)
* Wesco Financial Corp (WSC)

Berkshire Hathaway (BRK-B) just posted its 13-F filing with the SEC, which lists changes in its stock positions.

A review of what building products company USG is saying about the residential and commercial construction markets, and updated financial/valuation, operations, and industry data that I track.

This portfolio focused on buying wide moat companies at discount prices is starting regain some ground during the recent rally.

More ugly performance numbers for my value portfolio might help you feel better about your own investments.

Details of Berkshire Hathaway's investments in USG convertibles.

I short update on the status of the Fat Pitch Financials value portfolio.

An update on the painful declines my value portfolio has seen over the past month.

Digging into the portfolios of Berkowitz's Fairholme, Rodriguez's FPA and Mohnish Pabrai.

A look at the third quarter changes made by Warren Buffett in the Berkshire Hathaway portfolio.

The painful performance numbers for the Fat Pitch Financials Value Portfolio. These value picks did not escape the market decline.

USG's conference call offers insights into the housing market - here are some things that stood out.