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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