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  • buddy1 2015-02-13 14:17
    Hi:

    In your Ackman article he says the following:
    "We're really business builders. You know, so Marty looked in, you know, seems to constantly attack me personally. I'm not sure why. But if you look at what we do, I mean, again, there are -- there are activists that are short-term"
    Who is Marty? Is it Martin Franklin or someone else?

    Thanks!
  • guruhl 2014-05-06 08:20
    I don't know.
  • fekafiemd 2014-05-05 19:46
    why does Buffett not support wealth redistribution, but support Clinton for President?  Does he just want to redistribute the middle class wealth?
  • Argonaut 2014-02-13 21:07
    Hi Holly,

    Regarding Mungers djco stock picks..How do you know for sure of those 4? Was there an sec filing? I don't mean to be picky, just that I did not think he released the actual stock names anywhere...
  • yellowfin46 2013-12-21 07:03
    Hi Holly, Can you provide any insight into Ray Dalio's TTM performance?  I see that he overweighted his portfolio heavily into EEM & VWO which have greatly underperformed the SPX.  According to Gurufocus' latest tally, he is still 60% emerging markets.  Has anyone pressed him on this allocation and has he given his rationale?
  • henry1 2013-08-27 13:26
    guruhl: Hi Henry1,

    I think that would be a good question to direct to the gurufocus account. While our standards are not set in stone, we usually select inv
    Thank you.
  • henry1 2013-07-23 13:53
    Hello Holly,
    Why is Mr. Muhlenkamp a " Guru "?
    Thanks,
    Henry
  • bcoleman 2013-07-22 11:49
    guruhl: Hi. It all came from the SEC. Her second quarter isn't out yet, though.
    Thanks. I didn't see where she filed a 1Q 13F, or at least not thru the Edgar database, as Eagle Capital Management. She used to file years ago as M. Witmer. Would you mind sharing what she filed under as of 3/31, so that i may look up as of 6/30 next month?
  • bcoleman 2013-07-19 15:04
    Holly, I read with interest your post on Ms. Witmer, who i follow and admire as well. Where did you glean her 1Q holdings info from? I haven't seen where she is filing a 13F anymore? Thanks, Bill Coleman
  • tmuscat 2013-07-16 15:57
    this chart of peter lynch to find undervalued stock, is that the same thing like peg?
    tx t muscat
    [email protected]
  • drolfe 2012-10-09 20:34
    oops...ignore the last question/post
  • drolfe 2012-10-09 20:33
  • deltagumbo 2012-05-27 16:38
    Read your article on W. Ross's investment in Bank of Ireland. There are several ticker symbols for BOI.  Do you know which one he invested in?  I looked at IRE but i could not get the share price numbers to add up to what you provided.

    Thanks.
  • Dan Dellegrotti 2011-07-08 14:34
    guruhl: Hi Dan, Appreciate your note. Look forward to reading/writing more on GuruFocus!
    You beat me to the Greenlight letter. Was in the midst of a quick write-up on it! Nice work.
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