Whenever I read about Buffett and other great managers, what I tend to see all the time are things like, “xx has beaten the market y out of z years; the odds of that happening are 1 in 5,000!” or some such thing. Not too long ago, there was an article about managers with outstanding…
Tag: Lou Simpson
13F Fun
So, for fun, I wrote a script that grabs manager holdings and compares the portfolio since the last time a 13F was filed. This is available at places like dataroma.com but I wanted to be able to check out my own institutions that may not be superinvestors. When I wanted to diff the 13F files, I…
AMETEK, Inc (AME)
Seriously, I am not stalking Lou Simpson at all (or at least any more than any other ‘great’ investor). But this sort of jumped out at me. It’s sort of old news as the 13-F’s came out in November. Sometimes, some investors just buy or own stuff that just resonates with me, like that time…
The Charles Schwab Corporation (SCHW)
So, it looks like Lou Simpson added a bunch of Charles Schwab (SCHW) to his portfolio, making it the top holding as of the end of June; he increased his position almost 50%. I am not stalking Simpson in particular, but I just happened to notice this and SCHW is a name that I am…
Brookfield Asset Management (BAM)
This name has been mentioned on this blog a few times in the comments section, but I never wrote about it. It is well known in the value investing community and I said I’ll make a post about it in the near future so here it is. First of all, BAM is sort of an…