The Brooklyn Investor

On November 21, Alleghany (Y) and Transatlantic (TRH) announced a merger.  Since I mentioned Y here, I feel obliged to make a comment.   I h...

Fairfax Financial Holdings is yet another financial company (insurance) that is run by an incredible manager that has done really well over ...

There was a decent article on Sony in Businessweek this week (read here).   As I said before in another post, Sony is a company/s...

Seth Klarman is definitely one of the all time great investors so people should definitely pay attention to what he does.  He has a great tr...

Tweedy Browne is an old school value investing shop that goes way back.  I really do respect them even though their performance recently has...

I can already hear it:  "Value investing doesn't work!  Look at Bill Miller!  Told ya so!". Yes, Bill Miller does look sort ...

I know, this is a broken record blog.  We all know financials are cheap and we all know there are plenty of reasons why they are cheap and w...