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Fat Pitch Financials Latest Posts
Special Situations Real Money Portfolio April 2008 Update
The Special Situations Real Money Portfolio continued to struggle in April. On April 30, 2008, the portfolio ended with a balance of $13,957.69. This is down from the March closing balance of $14,362.01. Year-to-date, the portfolio is down 12.58%. However, the overall return is a positive 39.58%.... Read more...
Published 2 days ago
Sothebys Added to the Fat Pitch Port
Today I added shares of art auction house Sotheby’s (BID) to the Fat Pitch Financials Portfolio. The shares were purchased earlier this morning for an average price of $24.55. As is typical with any new purchase, shares of Sotheby’s dropped further today to a low of $23.75. It always... Read more...
Published 2 days ago
Festival of Stocks at Stock Market Prognosticator
The 88th edition of the Festival of Stocks is up at Stock Market Prognosticator. There were articles this week covering Ingersoll-Rand (IR), Investortools (SWIM), AeroGrow (AERO), Dover Corp (DOV), AIG, Melco PBL Entertainment (MPEL), Coca-Cola Company (KO), and Google (GOOG). I was impress by... Read more...
Published 3 days ago
Weekend Reading - Post Berkshire Edition
This weekend’s reading list is actually my own reading list. I was on business travel this past week in Port Townsend, WA, and I struggled to get access to the internet at my hotel. Thankfully, it looks like Value Investing News worked perfectly even without my activity. Here are the top... Read more...
Published 6 days ago
Festival of Stocks at Finance ViewPoint
The 87th edition of the Festival of Stocks is up at Finance ViewPoint. This edition brings a bit of an international flavor to the Festival of Stocks since it is written by an Australian. Finance ViewPoint highlighted three editor’s picks: Allocate 50% to Non-U.S. Stocks, According to... Read more...
Published 1 week ago
Ultimate 2008 Berkshire Hathaway Annual Meeting Guide
If you couldnt make the 2008 Berkshire Hathaway (BRKa) (BRKb) annual meeting to experience Warren Buffett and Charlie Munger first hand, then I hope that the following guide can again offer the next best thing to being there in person. We can kick off this year’s meeting with the press... Read more...
Published 2 weeks ago
Berkshire Weekend Reading
This is the time of year when value investors from all over the world gather in Omaha, Nebraska for the Berkshire Hathaway Annual Meeting. At Fat Pitch Financials, I’m already starting to develop the 2008 Ultimate Guide to the annual meeting.I will be updating Fat Pitch Financials all... Read more...
Published 2 weeks ago
Fat Pitch Financials Portfolio April 2008
The Fat Pitch Financials Portfolio was down 1.21% in April. Considering that the S&P 500 was up 4.87% last month, this performance was rather disappointing. Looking back over the past 12 months, performance was was a bit better. The Fat Pitch Financials Port was up 0.36% versusa negative -4.93%... Read more...
Published 2 weeks ago
Now Available: The Four Filters Invention of Warren Buffett and Charlie Munger
I received the news that Bud Labitan hasreleased his first book entitled The Four Filters: Invention of Warren Buffett and Charlie Munger. As you might recall, Iprovided a sneak preview of The Four Filters back inMarch. That excerpt provides a good overview of the book. As significant as the... Read more...
Published 2 weeks ago
Festival of Stocks at Investing Adventures
The 86th edition of the Festival of Stocks is up at Investing Adventures. Be sure to check out James Cullen’s article on Cal-Maine (CALM). His warning on this stock is worth reading. If you want to catch up on past editions of this blog carnival,visit the Festival of Stocks index page.... Read more...
Published 2 weeks ago
Western Sizzlin Site Visit
This past Saturday I had the opportunity to finally visit one of the Western Sizzlin Corporation (WEST) restaurants. The particular restaurant I visited was actuallya Great American Buffet branded WesternSizzlin restaurant.After fishing with my son on the Potomac River all morning, we stopped by... Read more...
Published 3 weeks ago
Weekend Reading - Buffett, Pzena, Einhorn and more
Start the weekend off right with these top headlines from Value Investing News: Susan Buffett interview 8/26/2004 A remembrance of philanthropist Susan Thompson Buffet. She talks a lot about Warren Buffett. Visit with Warren BuffettOn March 31, 2008 students from Dr. Athanassakos’ Value... Read more...
Published 3 weeks ago