Hide

FocusBar

Subscribe to Premium Member
Free 7-day Trial
All Articles and Columns »

Trapeze Asset Management Shareholder Letter - Q3 2012

December 09, 2012 | About:
Trapeze is a good source if you are looking for some off-the-radar small and micro cap opportunities. Their shareholder letter explains in significant detail their reasoning for their holdings:

TAMI_Q3_2012

Tickers in the article:

What Worked in the Stock Market for Long-Term Investors?

Extensive research has found that the companies with predictable revenues and earnings outperform the market average; they also suffer lower probability of loss. As a matter of fact, this kind of companies are exactly what Warren Buffett wants to buy and hold forever. Please read the research about what worked in the stock market:

Part I: What worked in the market from 1998-2008? Part I: Predictability Rank
Part II: Role of Valuations
Part III: Intrinsic Value, Discounted Cash Flow and Margin of Safety


Rating: 3.3/5 (3 votes)

Comments

Please leave your comment:


More Gurufocus Links

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial
FEEDBACK

This article has been successfully added into your Bookmark.

Members Only. Please Sign Up or Log In first.

Bookmark of this article has been deleted.