Daily Archives: December 3, 2011

Part I of my Notes from The CFA Institute’s Conference: “Security Analysis and the Search for Value”

The CFA Institute conducted a conference on value investing in New York on November 29 and 30. The program was excellent. I am posting some of my notes and some of my favorite quotes from the presentations to give you … Continue reading

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Counterfactual Friday: Fifty-Year Market Veteran Feels Like a Kid in a Candy Store

Joe Rosenberg has been investing for the Loews family in one capacity or another for almost fifty years. He said in today’s Barron’s that this is the best large cap, US equity investment opportunity he has seen in a long time. … Continue reading

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