Berkshire Hathaway Chairman’s Letter on “Risk”

Hello Everyone, Over the weekend Berkshire Hathaway’s Chairman’s Letter to Shareholders came out and as usual it was a must-read.  There are numerous fabulous points on it so it if you get the time read it, but I wanted to direct your attention to an excerpt on the reality of risk versus the perception of […]

Strategic Investor Radio

Tim Travis on Strategic Investor Radio

Listen and learn more about our very own Tim Travis and T&T Capital Management on Strategic Investor Radio with Charley Wright. Listen Now   OC Talk Radio – www.OCTalkRadio.net Orange County’s only community radio station, giving businesesses a voice on the internet @ www.OCTalkRadio.net Tweet

Oil Rig Count and Oil Prices

Hello Everybody, Oil prices continue to be immensely volatile, with prices rising roughly 30% from the lows earlier in the year.  After OPEC decided to keep production steady in November, many market prognosticators wrote about how the shale drillers were likely to go head-to-head and keep producing as much as possible.  This was a very […]

dollar bill cut_full

Buying Dollars for 60 Cents

Hello Everybody, Value investing is all about understanding the fundamentals of individual businesses and buying them at large discounts to intrinsic value.  Short-term swings are completely irrelevant to this type of investment strategy.  In a market where almost everything is expensive and unattractive, this is one of the most obvious irrationalities I’ve ever seen and […]