Insights From a Born Value Investor
For the past several years I have had a subscription to Barron's online, and I've tried to read it every Saturday. I discovered that I just didn't get as much out of it on the Internet as I had in print, so I recently dropped the online version and went back to buying the paper copy on my Saturday morning errand runs. Sitting on the porch with my coffee and paper is just much more satisfying than reading it on the computer screen. It may cost a little bit more, but the information I gather just reading "Market Laboratory" every week will more than cover the cost.
I picked up last weekend's copy at the local Publix and found one of the best interviews in recent months waiting for me. Barron's talked to Paul Isaac of Arbiter Partners about his current views on the world and on markets. Mr. Isaac is worth listening to, as his hedge fund has averaged 21% returns per year since 2001. He is doubly interesting, in my eyes, as his father worked with the legendary investor Max Heine and had his own long career in arbitrage. If that isn't enough, his uncle is none other than my personal value investing hero, Walter Schloss. With that pedigree and with those returns, I decided more research was in order....483 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.
Already a Subscriber? Please login.