WTM
Investing Carnival
(via marketprognosticator.blogspot.com)
Welcome to the September 2, 2008 edition of the Investing Carnival supported by the members of The Dividend and Value Investing Network - The Div-Net. This is the tenth edition of the Festival.
Third Avenue Value Fund Letter
(via marketprognosticator.blogspot.com)
I just read through the third quarter shareholder letter from Marty Whitman at the Third Avenue Value Fund. Some tidbits from the letter:
White Mountains Insurance (WTM)
(via www.thediv-net.com)
My posts the next few weeks will focus on what I consider to be attractive names in the Financial Sector.
Bridge Street Journal, Vol. 3.14: Which Financials Will Profit?
In response to yesterday's Bridge Street Journal about various financial companies taking big hits due to not heeding the investing advice found in the scriptures, George asked which financials appropriately prepared for the current lending problems. He noted that it appears that Goldman Sac
- Bridge Street's blog
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- 3 points
Tom Gayner Portfolio Holdings
(via www.gurufocus.com)
Here is GuruFocus' actual tracking page for Tom Gayner of Markel (MKL) . You can see all of his positions as tracked by GuruFocus. His largest positions include Fairfax Financial (FFH), CarMax (KMX) , and Berkshire.
