•
Form ADV Brochure
- This is a full description of our services
- Last updated 2/5/13
• Investor Presentation and
Performance Reporting - Last updated
1/9/13 • Our Investment Book - Stop by our
office, if you would like a hard copy. •
Margin of Safety - Probably
the most important article on this site •
Wisdom of Great Investors
-
Must
read for investors who are concerned with rocky markets
• Our SEC Filings
- This is a must read before selecting an advisor •
Our Advisor
Profile
•
Assets Under Management - Includes largest holdings and Assets Managed •
Important Disclosures - All Clients and
Prospective Clients Please Read
•
Questions to ask a financial advisor
• Current Commentary -
6/7/13
• Graphs and Tables we have collected over the years
- Very Interesting - 1/30/13
•
Our Investment Advisory Contract
•
Privacy Principles
•
Access your
Investment account

•
Articles we are reading
-
March 1, 2013
•
50 Year Dow Charts Through 2012
-
February 28, 2013
•
Housing
Links, blogs and views - 8/07/06
•
Favorite financial ratios and such
-
3/24/10
•
Enron - A chronological collection of reports -
December 4, 2008
•
Interesting Graph of Japan Land
Prices - February 2, 2004
•
Favorite words
-
3/27/12
•
Interesting Long
term chart on the Dow Jones Average
- 01/31/05
•
Long Term Bond Ratings
- May 19, 2004
•
Notes to Winning on Wall Street by
Marty Zweig - 02/02/05
•
Warren Buffett Page of ours
-
5/8/13
•
Benjamin Graham Page of ours -
2/26/13
•
Seth Klarman Page of ours - 2/27/13
•
Abraham Lincoln Page of ours - 3/21/13
•
Charles Munger Page of ours - 62/28/13
•
Investment Sites worth reading -
8/27/09
•
Peter Lynch and our collection of some data
-
2/28/13
•
Precious Metals Notes of ours
-
3/30/05
•
AAII Article on Economic Indicators - April 12, 2004
•
Richard Russell's 10% Rule For
Valuing Real Estate
•
SubPrime Primer -
Caution Bad Words-
easy to understand on what happened to Sub Prime -
We did NOT author this.
•
Whiteboard notes - 5/19/12

The following are companies which we have written about. The date on the right
indicates our most recent update. Please do your own due diligence, read our
disclaimer, and please do not make any investment decisions based solely on
these notes.
•
AES - 6/7/11
•
4 Kids Entertainment -
11/14/03
•
Advanced Micro Devices - 2/10/06
•
Alcoa - 4/28/06
•
Altria Group - 1/11/06
•
Anheuser Busch - 10/24/02
•
Bed, Bath and Beyond
-
4/6/06
•
Berkshire Hathaway -
3/7/07
•
Brookfield Asset Management - 9/14/10
•
Capital Southwest - 5/06/09
•
Cendant - 3/01/02
•
CF Industries - 11/18/05
•
CIENA - 1/23/06
•
Coffee Holding Co. (JVA) - 4/29/11
•
ConocoPhillips - 5/13/11
•
Corning - 10/16/03
•
Corvis - 3/24/04
•
Countrywide Financial Corp. - 3/31/08
•
eBAY, Inc -
2/24/06
•
Exelon Corp. - 6/12/13
•
Exxon Corp. -
4/26/11
•
Green Mountain Coffee Roasters - 10/13/10
•
Hasbro - 11/19/01
•
JP Morgan Chase - 4/25/12
•
Lanoptics - 11/7/05
•
Lucent Technologies
- 1/20/06
•
Marvel Enterprises, Inc.
- 6/16/03
•
Merck -
5/10/11
•
Microsoft Corp.
-
12/17/12
•
Motorola Inc
- 2/13/06
•
National Semiconductor
- 11/04/02
•
National Western Life Insurance Co.
- 3/19/13
•
New Jersey Resources Corp. - 10/25/05
•
Newmont Mining Corp. - 2/02/04
•
Novartis - 5/10/11
•
Oracle Corp. - 5/25/11
•
Origen Financial - 1/30/08
•
Pfizer Inc. - 5/3/11
•
Public Service Enterprise Group -
6/7/11
•
The St. Joe Company (JOE) -
5/6/11
•
Sun Microsystems -
10/17/03
•
Synaptics Inc. -
1/31/06
•
Wal-Mart Stores -
5/17/11

Please use all calculators and links with care. We are not responsible for
broken or inappropriate links. Please consult a financial professional in
interpreting inputs and data.
•
10-Q Detective -
Interesting finds on 10
Q's
•
Accounting and
Auditing Enforcement Releases - Financial enforcement action database
•
Accounting Frauds Page - Accounting Frauds
and Creative Accounting
•
ADVFN - Get financials going back to 1993.
•
Alice Schroeder's website - Author
of The Snowball (Buffett biography)
•
Altman Z Spreadsheet - solvency
predictor in XL format
•
Apple Insider -
site to track Apple, components makers and competitors
•
Ben Graham Center For Value
Investing - Interesting to rummage through on
occasion
•
Big Charts - site specializing in charting
•
The Big Picture
- macro perspectives of economy and geopolitics
•
The Billion
Prices Project
-
academic initiative collects prices from hundreds of online retailers
•
BillShrink -
Site that supposedly gives you the best deal on credit cards, etc.
•
Blogs
- a collection of
financial bloggings (most recent link 3/17/10)
•
Board of Directors Search -
SSIA lots of good stuff
•
Bob Adams Investment site -
spreadsheets and tools
•
Bond Searches
- SSIA
•
Bond Desk Group -
SSIA
•
Bureau of Labor Statistics -
site for
economic research
•
Business Insider - Interesting site with Henry
Blodget
•
Caijing.Com -
Chinese Finance Magazine. Praised by Grant's Interest Rate Observer
•
Calculators -
various financial calculators. I haven't reviewed, but looks excellent
•
Canadian Insider Trading
Site -
tracks insider activity for Canadian Companies
•
Capital Link Shipping -
News on Shipping. See bottom of page, "Imarex Daily Brief."
•
Census Bureau
•
Center for Responsible Lending
•
CIA World
Factbook - Provides information on every Government in the world
•
Closed End Funds - Our favorite links for
Closed End Funds
•
Commercial
Investment Real Estate Magazine- Excellent
source
•
Congressional Budget Office
- Outlooks and Budgets
•
CreditSlips.org
-
Discussions on credit and bankruptcy
•
Crestmont Research
- site with various historical charts
•
Damodaran Online -
SSIA
•
Deal Breaker.com -
A Wall Street Tabloid.
Some good info.
•
Dictionary.com - great
site with an international translator
•
DigiTimes -
site specializing in
Technology news
•
Dinkytown.net -
many calculators of all types
•
Dismal Scientist from Economy.com -
economic research
•
Economic
Analysis (US Bureau of Economic Analysis)- SSIA
•
Economic and Statistics Administration -
Department of Commerce
•
Economic Indicators from Wall Street Journal - Excellent Publication Source
•
Economic-Indicators.com
- tracking the US economy
•
Edgar
Search - new tool in Beta format (June 9, 2006)
•
Excel
and other Shortcuts by
Hamilton Lin, CFA - lots of shortcuts
•
Federal Reserve Bank
of Dallas - Interesting site for research
•
Federal Reserve Bank of
NY - Interesting site for research
•
Federal Reserve Bank of
San Francisco - "Some of the best tools."
•
FedStats - Links to statistics from over 100 federal agencies
•
Financial Forecast Center
- Excellent long term data
•
Financial Sense Online
- a Contrarian Investment Site
•
Flightaware -
track flights and fleets
•
Footnoted.org -
Interesting site on often missed footnotes of financial statements
•
FREDII
Database - 1,000 economic data series
•
Freddie Mac -
monitor interest rates and applications, and more
•
FreeLunch.com
-
economic and financial data
•
The Fund Library
- Supposedly Canada's
Mutual Fund Resource Center
•
Georgia Tech Financial Lab
- Charles Mulford's Lab
•
Global Policy Forum
- Monitoring Policy Making at the United Nations
•
Google Features
-
details of many of Google's search features
•
Grubb
& Ellis
- Excellent Research for Commercial Real Estate
and more.
•
Guru Focus
- Track the stock picks
of guru investors
•
Index Mundi
- Easy to read graphs of
commodities, country data and more
•
Inflation Data
-
Inflationdata.com
•
InfoMine
- Excellent charts and tools for commodities
•
Insider Trading
Site -
tracks insider activity
•
Insider Trading
Site
Canada -
tracks insider activity for Canadian Companies
•
Institutional Holder Site
- excellent
data, yet not complete, but excellent info
•
Insurance
Information Institute
- excellent
industry data
•
International Monetary Fund- Look at Data and Statistics Section
•
Investment Sites worth reading -
8/27/09
•
Investors
Intelligence Survey
-
SSIA
•
Journal of Commerce
-
SSIA
•
Khan Academy.ORG
- Videos on various subjects (I especially enjoyed the
Banking Videos)
•
Lightreading.com
- a site dedicated to fiber optic technologies
•
Mathematical Search
Engine - Wolfram Alpha - Very awesome. A ton of financial calculations
•
Market Folly.com
- Interesting site with writings and letters of many hedge funds
•
Marxist.org -
Interesting site with writings of many economists
•
Microsoft Blog- SSIA
•
Minyanville.com -
Interesting site. Known as contrarian.
•
Money Chimp -
Great site for formulas, explanations and historical data
•
Moody's
Ratings and Definitions
- Cool PDF which explains ratings and such
•
Mortgage Bankers
Association- Site to track the mortgage industry.
•
Mortgage Daily.com
- Site to track the mortgage industry.
•
National Mortgage News
- News and boards, nice search feature
•
Naked Capitalism -
Interesting Financial blog
•
National Association of Insurance Commissioners
- Financial Data Collected by Fed Reserve
•
National
Information Center (NIC) - NAIC Insurance Site
•
Newspapers of the world -
excellent site for finding any newspaper
•
New York Observer -
Great site for NY news. Excellent Real Estate section
•
Oaktree Investment memos 1990 - 2009 -
700 pages of Howard Marks' Investment Memos
•
PaidContent.org -
"economics of content"
•
Paper Money US real estate blog -
SSIA
•
Paul
Krugman blog and column -
excellent and thought provoking
•
Payden and Rygel -
site with excellent
economic commentary
•
Philadelphia Fed -
Factory release and
Beige Book
• The Power Of Cash
Flow Ratios
•
Pragmatic Capitalism
- alternative perspective the economy
•
ProPublica
- an independent, non-profit newsroom
•
PrudentBear.com
- excellent site for bearish point of views
•
RealtyTrac
- Foreclosure listings
•
Return on Invested Capital (ROIC)
- Awesome
whitepaper by Andrew Chan
•
Rocket Financial -
10 years of financial data, some cool searches.
•
Ron's Running Page
- links, trainings, etc.
•
Ron's Twitter
- SSIA www.twitter.com/rbco
•
Schloss Archives for Value Investing
- from Columbia Business School
•
SEDAR.COM
- Canadian
version of Edgar
•
Seeking
Alpha.com
- Conference call transcripts and more
•
Shiller
Data
- Long term housing, interest rates and other great data
•
Shopping Sites
- Web page where I am collecting some sites
•
Spreadsheet Spot
- I have
not reviewed this in depth (looks interesting)
•
Stanford Law
- Securities Class Action Clearinghouse
- Securities Class Action Clearinghouse.
•
St. Louis Fed
- economic research
•
Stock Screener
- Free and robust stock screener from Financial Visualizations
•
Ted Spread
- Bloomberg Chart. Measures 3 month Libor less 3 month UST.
•
Understanding Point and Figure Charts
- Recommended by Richard Russell
•
USDA
-
Department of Agriculture (food pyramid is awesome)
•
US Treasury
- United States Department of Treasury
•
Value Investing News
-
Potentially cool site, articles, etc.
•
Virtual Reference Shelf
- Selected Web resources by the Library of Congress
•
Whale Wisdom.com
- Interesting site with Insider and Institutional holdings
•
World Trade Magazine
- Supply Chain news and resources
•
Zero Hedge -
Must read Investment
Site. |