Tweedy Browne 3Q06 Shareholders' Letter
Read the full article at: http://www.tweedy.com/library_docs/articles/FundCommentary09302006.pdf
Submitted by deepvalue on Fri, 2006-10-27 23:13.
(via www.tweedy.com)
The legendary value firm, Tweedy Browne discusses their recent portfolio activity. They see value in smaller cap Japanese and South Korean stocks.
US Slowdown
Just a thought to share. Given the prospects of a likely US slowdown, one may be keen to look at businesses which are more reliant on their domestic markets. This is where Japanese and South Koreasn business may stand out.