Intrinsic Value Blog

Market Volatility and Short Positions

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Family Picture 2015

We hope everyone had a wonderful Holiday Season and start to the New Year. Mr. Market has certainly been extremely volatile to begin 2016. Market indices had their worst ever two weeks to start a year. However, we prefer to take a long term view and utilize this volatility to find great businesses at bargain prices.

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Patience: The Gullane Way

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Trip Family Picture“Patience is bitter, but its fruit is sweet.” — Jean-Jacques Rousseau

A few weeks ago – July 8 to be exact – the New York Stock Exchange abruptly shut down at 11:32 AM, local time, and did not resume trading until3:10 PM. This unprecedented outage was, according to NYSE president Thomas Farley, caused by a technical “configuration problem” that was “fixed”.

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Securities and Schools: Our Perspective and Process

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Trip Family PictureMy wife, Jenny, and I are the proud parents of Dorothy Grace Miller, “Gracie”. Gracie turned two years old in February. Like most parents, we want to provide our child with the best resources possible to empower her to enjoy a happy and productive life. At the top of the resources list, is a strong academic experience.

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Investing Like a Navy SEAL

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Trip Family PictureTwo of the most popular movies over the past few years have been American Sniper and Lone Survivor. These films tell the compelling stories of Navy SEALs Chris Kyle and Marcus Luttrell. I have long held a strong admiration for the SEALs tireless work ethic, perseverance, teamwork, laser sharp focus, and the personal discipline these “quiet professionals” possess.

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Dom Perignon and Long Term Investing

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My wife recently handed me her copy of Town & Country magazine. I am certain that T&C is not at the top of many, if any, value investor’s monthly reading lists. However, the article she referred me to, “The Bubble Machine,” about Richard Geoffroy chef de cave of Dom Perignon, proved to be quite intriguing.

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Happy Holidays

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We think you will enjoy adding these interviews with Warren Buffett, Howard Marks, and Carl Icahn to your holiday reading list. Thank you to our investment partners for their trust and conviction in us. We wish everyone a healthy, happy, and prosperous Holiday Season!

http://www.reuters.com/article/2014/11/17/us-investment-yearend-icahn-idUSKCN0J127Y20141117

http://dealbook.nytimes.com/2014/11/18/deal-tips-from-buffett-and-berkshires-other-managers/?emc=edit_dlbkam_20141119&nl=business&nlid=35925970&_r=1

http://new.livestream.com/livecfa/marks2014

Thank you for reading our blog. We will be posting articles, books, and information of interest to investors several times a month.

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T. Boone Pickens Interview

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Often controversial, but always insightful, T. Boone Pickens has spent his life working and investing in the energy sector. In this interview he opines on oil prices, regulation in Texas, and natural gas for transportation and export. We wish all of our investment partners and blog readers a very Happy Thanksgiving!

http://www.mrt.com/top_stories/article_70cebd70-688a-11e4-90d4-275b5aef60c1.html?mode=jqm

Thank you for reading our blog. We will be posting articles, books, and information of interest to investors several times a month.

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Carl Ichan Interview

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Carl Icahn is one of the most successful investors in history. His activist approach has generated over 25% annualized returns over the past fifteen years. His comments are always intriguing and entertaining. In this interview he discusses his investment approach and opinions on several current topics of interest.

http://insider.foxnews.com/2014/02/11/carl-icahn-obamacare-businesses-should-not-be-medical-provider

Thank you for reading our blog. We will be posting articles, books, and information of interest to investors several times a month.

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The Warren Buffett of Canada

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At Gullane we invest globally in public companies with management teams that possess the highest integrity and financial acumen. Prem Watsa, often referred to as “The Warren Buffett of Canada”, is one owner-operator that investors may not be aware of. We have admired Mr. Watsa for almost two decades based on his ability to compound intrinsic value, at a high teens rate of return. This brief interview provides a look into his business building  and investment processes.

http://chennai36.iitm.ac.in/what-the-mind-can-conceive-the-mind-can-achieve-prem-watsa-interview-with-chennai-36-part-2/

Thank you for reading our blog. We will be posting articles, books, and information of interest to investors several times a month.

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Insightful Joel Greenblatt Article

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We have admired Joel Greenblatt's investment process for over a decade. This article details updates he has made to his strategy to allow for a broader class of people to become his investors. We hope you find it as intriguing and insightful as we did.

http://online.barrons.com/news/articles/SB50001424127887324616904580108330021565828

Thank you for reading our blog. We will be posting articles, books, and information of interest to investors several times a month.

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