Last Update: 12-31-1969

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5 Lessons From Michael Burry Lessons from Burry's early blogs to help you improve your investing process
Dr. Michael Burry is a value investor and founder of Scion Capital. He shot to fame in 2008 after becoming one of the first fund managers to bet against the subprime housing market, a story later told in the 2015 film "The Big Short." Read more...
Importance of ROIC: 'Reinvestment' vs 'Legacy' Moats Certain businesses have the advantages of a Legacy Moat but also opportunities to deploy incremental capital at high rates
I’ve talked a lot about the importance of the concept of return on invested capital (ROIC), and how it is a key driver of value in a business. Feel free to go back and read some of those posts here. In this particular post, the discussion is continued. This post is something new for BHI: it’s a guest post written by my good friend Connor Leonard (see his brief bio at the end of the post). Read more...
The Other Side of the Big Short Charlie Munger's lessons from the housing bubble
There have been a lot of discussions since the book “The Big Short” was published and the subsequent production of the eponymous movie. I haven’t read the book yet, but watched the movie and thoroughly enjoyed it. Read more...
Theory Versus Reality Why would Barron's highlight a mutual fund that has stunk up the joint in the 9 years since inception?
The June 27 issue of Barron’s has done it again. With thousands of fund managers to pick from, columnist Leslie Norton chose to spotlight Bruce Geller, CEO of Dalton Greiner Hartman Maher and the firm's GDKM All-Cap Value (DGHMX) mutual fund. Read more...
The Oracle Shared Insights on Making 50% a Year Managing Small Sums Buffett gives a specific answer to a KU student's question
Many of us are familar with Warren Buffett (Trades, Portfolio)'s confidence in making 50% a year if managing small sums. But less familar to us is how he would go about it because it is rarely discussed. Read more...
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Commentaries and Stories

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Australian Scentre Pays 4.4% Dividend Mall operator is barely followed in the U.S. and pays a 4.4% dividend yield.  - Australian Scentre Pays 4.4% Dividend
This is the second report in a series about Westfield (WFGPY) and Scentre (ASX:SCG) — two Australian mall owners with some of the best real estate in the world. The two split last year. Scentre operates mainly in Australia and with some locations in New Zealand. More...

AUSTRALIA, MALLS, NEW ZEALAND.


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Primo Water Reports 210% Increase in Net Income Company is poised to grow with several strategies  - Primo Water Reports 210% Increase In Net Income
There are several stocks with huge potential that investors might miss, and Primo Water Corp. (NASDAQ:PRMW) is one of them. More...

LONG


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American Financial CEO Sells Shares in Company Insider trades 100,000 shares Murray Stahl - American Financial CEO Sells Shares In Company
Carl Lindner (Insider Trades), co-CEO and co-president of American Financial Group Inc. (AFG), sold 100,000 shares of the company on Sept. 26. The average price per share was $75.14, for a total transaction of $7,514,000. American Financial Group is a holding company, and through the operations of Great American Insurance Group, American Financial is engaged primarily in property and casualty insurance, focusing on specialized commercial products for businesses, and in the sale of traditional fixed and fixed-indexed annuities. The company has a market cap of $6.42 billion. More...

CARL LINDNER III, AMERICAN FINANCIAL GROUP INC, INSIDER TRADES


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10 Stocks Donald Smith Is Buying Guru's repeat purchases in the last 2 quarters Donald Smith - 10 Stocks Donald Smith Is Buying
Donald Smith (Trades, Portfolio) is the founder and chief investment officer of Donald Smith & Co. He began his career as an analyst with Capital Research Company and subsequently worked at Capital Guardian Trust Co. In both the first and second quarters, the guru bought shares in the following stocks: More...

SMITH, BUYS, TRADES


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Ratings on the Largest Stocks – Buy, Neutral or Avoid Annual ranking of giant companies  - Ratings On The Largest Stocks – Buy, Neutral Or Avoid
Just about every year at this time, I offer ratings – buy, neutral or sell – on the largest U.S. stocks. More...

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Ray Dalio Increases Stake in Staples Company is trading at 10-year low Ray Dalio - Ray Dalio Increases Stake In Staples
Ray Dalio (Trades, Portfolio), the founder of Bridgewater Associates, increased his stake in Staples (NASDAQ:SPLS) by 409.68% during the second quarter. He bought 2,120,111 shares of the company at an average price of $9.55 per share. Since the addition, Staples' market price has dipped an estimated 13%. More...

STAPLES, RETAIL, CONSUMER, DALIO


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21 Questions With Peridot Capital Management's Chad Brand A 'single poor earnings report' yields more investing opportunities than ever  - 21 Questions With Peridot Capital Management's Chad Brand
Chad Brand is president of Seattle-based Peridot Capital Management. More...

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Legendary Value Investor Jean-Marie Eveillard Will Speak at 2017 GuruFocus Value Conference, Omaha Seats are limited to 200. Register now.  - Legendary Value Investor Jean-Marie Eveillard Will Speak At 2017 GuruFocus Value Conference, Omaha
Legendary Value Investor Jean-Marie Eveillard Will Speak at 2017 GuruFocus Value Conference, Omaha. He will be the keynote speaker at the Dinner at Thursday, May 4, 2017. More...

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Ariel Funds Comments on Harman Intl Industries Inc. Guru stock highlight
Also, Harman Intl Industries, Inc. (NYSE:HAR) fell -19.07% in the second quarter, after a disappointing earnings report. The company missed estimates and also lowered its full-year guidance. Results in its professional unit were considerably weaker, down more than 5% from a year earlier. We continue to think the shift toward “infotainment” will turn the brand around. More...

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How Bad Is Amazon’s Erosion on Costco Memberships? Costco took a membership hit on the Amex-Visa switch, but is Amazon also eroding their customer loyalty?  - How Bad Is Amazon’s Erosion On Costco Memberships?
The growth of Amazon (NASDAQ:AMZN) has hit the big retailers really hard. In a short span of under ten years, Amazon’s retail revenues in North America have grown from around $6 billion to more than $60 billion. Amazon did not create new retail customers in a mature market like the United States and Canada. It took customers from other companies such as Wal-Mart (NYSE:WMT), Costco (NASDAQ:COST), Target (NYSE:TGT) and Kroger (NYSE:KR), among others. More...

LONG, RETAIL, CONSUMER


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Ariel Funds Comments on Baidu Inc. Guru stock highlight
Other holdings experienced a short-term struggle. Baidu, Inc. (NASDAQ:BIDU) shares fell -13.48% in the second quarter. Chinese regulators opened an investigation on news that a university student died after using the site to find alternative treatments for cancer. Baidu implemented changes, such as capping the number of ads per page to 30% and establishing a 1 billion yuan fund to fight fraud. More...

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Ariel Funds Comments on GlaxoSmithKline plc Guru stock highlight
In addition, GlaxoSmithKline plc (NYSE:GSK) rallied +7.74%1 in the second quarter, after reporting profit growth for the first time since 2013. Glaxo is seeing benefits from its purchase of Novartis’ vaccines unit. Demand for vaccines and new drugs helped offset declines in the sales of blockbuster asthma medication Advair. More...

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Ariel Funds Comments on Johnson & Johnson Guru stock highlight
Medical giant Johnson & Johnson (NYSE:JNJ) rallied +12.66%, due to a strong earnings report. In April the company beat analysts’ estimates and also raised guidance for the year. Earnings were driven by strong sales of drugs like Stelara and Xarelto. At this point pharmaceuticals are the company’s largest business division—ahead of powerhouses such as medical devices and consumer health products. We think the trajectory of the business continues to point upward. More...

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Qualcomm Holding On in the Face of Adversity Several external factors are negatively impacting Qualcomm  - Qualcomm Holding On In The Face Of Adversity
After declining through major parts of 2014 and 2015, Qualcomm’s (NASDAQ:QCOM) shares have rebounded by more than 25% in the last twelve months. The slowdown in smartphone sales has greatly affected the company, causing revenues to decline from $26.48 billion in 2014 to $25.28 billion in 2015. But the company managed to arrest the decline during the third quarter of the current fiscal, posting 4% year-over-year growth. More...

LONG


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Westfield Is Among the Best Mall Stocks in the World Australian mall owner has some of the best Class A mall space in the US and UK  - Westfield Is Among The Best Mall Stocks In The World
Westfield (WEFIF) is arguably the best mall operator in the world. The Australian company owns some of the best Class A mall space in the U.S. and the U.K. If you are bullish on the economy, it’s a good stock. More...

AUSTRALIA, MALLS, FRANK LOWY


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John Rogers' Ariel Global Fund 2nd Quarter Commentary Discussion of economy and holdings John Rogers - John Rogers' Ariel Global Fund 2nd Quarter Commentary
For the second quarter in a row, investors will likely remember the harrowing ride better than the end result. That is, domestic stocks posted solid gains and foreign shares had relatively mild losses. In the meantime, however, there was Brexit. On June 23, 2016 the British people shocked the world by voting for the United Kingdom to exit the European Union—an enormously complex and economically risky decision. As you know, the market hates uncertainty. And so in response, foreign stocks plummeted - 10%, small caps dove -7%, and large caps sank -5%. But once investors fully digested the news, stocks jumped back up—nearly erasing their losses in the U.S. Overseas the short-term damage from Brexit still showed; the financial-heavy value indexes significantly lagged the core and growth indexes. In the end, U.S. value fare outpaced growth stocks for the second quarter in a row—definitively ending a very long run of outperformance from the growth side. More...

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Bill Nygren Sells Franklin Resources, Monsanto and Whirlpool Guru's largest 2nd quarter trades Bill Nygren - Bill Nygren Sells Franklin Resources, Monsanto And Whirlpool
Bill Nygren (Trades, Portfolio) is portfolio manager of the Oakmark Fund, the Oakmark Select Fund and the Oakmark Global Select Fund. The following are his largest second quarter sells. More...

NYGREN, OAKMARK, SELLS


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FDA Approval of Amjevita Need Not Worry AbbVie Shareholders As a biosimilar, Amgen drug is not interchangeable with Humira  - FDA Approval Of Amjevita Need Not Worry AbbVie Shareholders
Another biosimilar to AbbVie’s (NYSE:ABBV) Humira (adalimumab) received approval from the FDA on Sept. 23. We are talking about Amgen’s (NASDAQ:AMGN) Amjevita (adalimumab-atto). More...

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Yum Brands Agrees to Sell Part of China Business Primavera and Ant Financial to acquire stake in Yum China Daniel Loeb - Yum Brands Agrees To Sell Part Of China Business
Yum Brands (NYSE:YUM), the owner of KFC and Pizza Hut, has entered into a deal with Primavera Capital and an affiliate of Alibaba Group (NYSE:BABA) to sell a part of its Chinese operations as the American restaurant giant plans to spin off its China business. More...

RESTAURANT, FAST-FOOD, ALIBABA, FRED HU, ANT FINANCIAL, PRIMAVERA CAPITAL, SPIN OFF


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Recreational Vehicle Company Is a Growth Stock Thor Industries posted strong 4th quarter and is poised to grow through acquisitions  - Recreational Vehicle Company Is A Growth Stock
Thor Industries (NYSE:THO) is one of the world’s largest manufacturers of recreational vehicles and sells its products through independent retail distributors primarily in the U.S. and Canada. The company began in 1980 and operates 148 facilities with approximately 10,450 employees located in Indiana, Michigan, Ohio and Oregon. Thor operates in two segments: More...

LONG


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