Beer has been with mankind since its accidental discovery some 6,000 years ago. The leading global seller of this 6,000 year old staple is Anheuser-Busch InBev (BUD). BUD’s U.S. listed ADR hit an all-time high last week based on several… Read More
A Bear Market is Still a Market
A portion of a reproduced Seth Klarman letter discussing bear markets and how to manage them. ‘A bear market is still a market’ — Seth Klarman letter on how to play one…reproduced by Value Investor Insight. pic.twitter.com/asCei2LfEB — Herb Greenberg… Read More
Portfolio Update: Selling Exelis (XLS) After Buyout Offer
On Friday, February 6, 2014 Harris Corp. (HRS) made an offer to buy Exelis (XLS) for $4.75 Billion or $23.75 per share. The deal is a cash and stock deal which means an Exelis shareholder will receive $16.63 per share… Read More
The Importance of Dividends
From the most recent AMM Dividend Letter. Join our mailing list here. Current Income to Owners: Investors in common stocks own a pro-rata share of the companies in their portfolio and thus should think like owners. Many of our clients… Read More
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