Sequoia's Bob Goldfarb explains the reasoning behind the fund's trimmed Berkshire stake, as well as their attraction to Fastenal.
Sequoia's David Poppe and Bob Goldfarb make the case for portfolio holdings TJX, Wal-Mart, and Target.
Google's value to users and advertisers, strong cash-flow generation, and current valuation are attractive, says Sequoia's David Poppe. Plus, Poppe outlines the case for newer fund holding Perrigo.
Sequoia's Bob Goldfarb reminisces about buying great companies at single-digit multiple valuations in the mid-1970s.
This fund will eventually stumble, but the culprit won't necessarily be its size.
Indexing works, but the odds of picking winning active funds aren't as bad as they seem.
Berkowitz gets creative.
This shop's investment culture has been consistently great.
Fairholme manager deepens commitment to financials with stake in troubled bond insurer.
Reviewing some key items can help determine if a slumping fund has permanently lost its touch.
Embracing the spirit of Buffett's teachings gives these funds an edge.
Everyone looks for lessons after bear markets, but rallies can teach, too.
Domestic Stock Fund Manager of the Decade continues his return to financials.
Morningstar's Domestic Stock Fund Manager of the Decade patiently exploring his options.
The Fairholme manager explains the reasoning behind recent stock sales--including Pfizer--and the portfolio's shift from defense to offense.
The Fairholme manager comments on the fund's significant investment in the convertible bonds and bank debt of bankrupt mall operator General Growth Properties.
The Fairholme manager describes the thesis behind the fund's recent purchase of Citigroup stock.
The Fairholme manager on looking forward to the next decade; plus, comments on the fund's CIT and Winthrop stakes.
A few against-the-grain ideas that should pay off in the new year.
Debt played a leading role determining 2008's losers and this year's winners.
Turner Emerging Growth's Frank Sustersic says this recovery is similar to the last in that the market anticipated the turnaround well before individual companies did.
Turner Emerging Growth manager Frank Sustersic says the next 12 months look fantastic for top-five holding Bucyrus.
Turner Emerging Growth manager Frank Sustersic says these companies are going to trade closer to book value over time.
Turner Emerging Growth manager Frank Sustersic says Central European Distribution is poised for attractive growth once its Eastern European markets normalize.
Heartland Value Fund's Bill Nasgovitz says there are still bargains among micro-cap stocks and offers two recent picks with a catalyst for growth.
Skyline Asset Management's Mike Maloney says that, despite the market's crisis panic, not all debt is bad debt for the stocks they own.
Skyline Asset Management's Mike Maloney discusses a bank and a securities-processing firm that emerged as attractive gems.
Berkowitz says financial crisis created opportunity for Buffett.
Third Avenue International Value's Amit Wadhwaney says intellectual curiosity can lead investors to interesting opportunities, such as the fund's Antarchile stake.
Third Avenue International Value's Amit Wadhwaney makes the case for Netia, a top-five holding in the portfolio.
Third Avenue International Value's Amit Wadhwaney says LG's holding company structure is much less opaque than it used to be.
Third Avenue International Value's Amit Wadhwaney discusses the core of attraction around its Weyerhaeuser stake.
IVA's Charles De Vaulx, formerly of First Eagle, talks about the bond finds, foreign opportunities, and energy stake IVA has picked up in the bear market.
Weitz Funds' Wally Weitz and Brad Hinton discuss the discipline behind sticking with--and even adding to--two beaten-down positions against intense market pessimism.
Weitz Funds' Wally Weitz discusses balancing the bear market's lessons learned with being too cautious and details opportunities arising from the firm's Liberty Media stake.
Glenn Fogle, manager of American Century Vista, says a lot of the U.S. monetary stimulus is going to stimulate other economies and picks commodities over health care.
Steve Romick, manager of FPA Crescent, on dodging the worst of downturn and capitalizing on recent opportunities.
Steve Romick, mananger of FPA Crescent, anticipates a volatile several years and emphasizes having a long time horizon.
John Rogers of Ariel and Ariel Appreciation discusses staying disciplined when fundamentals and stock prices part ways.
Ariel manager John Rogers on the fund's Dell and Gannett holdings and how he sees the portfolio's upside potential.
Veteran value skipper and former Torray co-manager Doug Eby is set to launch a new mutual fund in September.
Tom Carney, manager of Weitz Short-Intermediate Income, reveals how he topped the short-term bond category.
A reader gets us thinking about quirky allocation funds.
Bruce Berkowitz says health-care firms are still quite cheap and have a solid prognosis.
Bruce Berkowitz discusses the fund's high-yielding senior credit positions.
Bruce Berkowitz explains the mutually beneficial partnership between Fairholme and the finance company.
Fairholme's Bruce Berkowitz says the fund's cash position is in the mid- to high teens, and he's optimistic about today's opportunities.
Bruce Berkowitz says fund holding St. Joe holds a valuable stake of land in the panhandle that will benefit from a new international airport.
Fairholme's Bruce Berkowitz describes the fund's rationale in assessing and adding American Express to the portfolio.
Unlike many socially responsible funds, Appleseed follows a value strategy and has uncovered some interesting stock ideas.