Thursday, March 29, 2007

Wintergreen Fund 2006 Annual Report

Wintergreen Fund 2006 Annual Report

Happy learning,
David

Chris Davis : Davis Financial Fund Annual Review 2007

Please read: Davis Financial Fund AR 2007

David

Amit Wadhwaney : Bad News, Good News

Amit Wadhwaney of Third Avenue International Value Fund gave an interview with Barrons.

Happy learning,

David

Footstar Inc (FTAR.OB)

I have posted my brief thesis on Footstar on Gurufocus and Seekingalpha websites.

Please email me with your comments.

Thank you,
Dah Hui Lau (David)

Thursday, March 08, 2007

Master of the Turnaround: David Williams

"Any baboon could do what I do," says David Williams in this interview. He's being far too modest. Very few humans have done what he has, which is to compile one of the most sterling investment records going. Since he took over the euphoniously named Excelsior Value & Restructuring fund (symbol UMBIX) in 1992, it has returned an annualized 17%. That's six percentage points per year better than Standard & Poor's 500-stock index.

To read the complete article.

Best,

David

Another Buffett Wannabe

Article about Mohnish Pabrai.

To read the complete article.

Best,
David

Sunday, March 04, 2007

Wesco 2006 10K

To read complete 2006 10K.

Best,
David

Berkshire Hathaway 2006 Annual Report

Excellent return by Berkshire Hathaway.

To read complete 2006 annual report.

Happy learning,
David
Google