Free Post: Third Avenue Shareholder Letter
- Posted by ToddSullivan
- on September 9th, 2009
Whitman is a great investor who has stood the test of time. This is a key year for him thought. After last years results and several large bets on securities other said were worthless, Whitman will be either viewed as a “genius” or “washed up” after this year. Fair? No…but it is the world we live in…
This is one of Whitman’s best letters in some time. He tackles lessons from 2007-08, the outlook for best places to invest in 2009, theory and then offers some common sense suggestions for government action.
Please read this….
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The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.
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Todd's investing strategy is essentially long with the rare short. He seeks to buy undervalued issues with an upcoming catalyst that will help them realized.... More »
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