Investment Management Services

• Form ADV Part 2A Brochure - This is a full description of our services and a must read when selecting an investment advisor - Last updated 3/28/24
• Margin of Safety - Probably the most important article on this site
• Wisdom of Great Investors - Must read for investors who are concerned with rocky markets
• Our Advisor Profile
• Assets Under Management
• Important Disclosures - All Clients and Prospective Clients Please Read
• Questions to ask a financial advisor
• Graphs and Tables we have collected over the years - Very Interesting - 12/28/15
• Our Investment Advisory Contract
• Privacy Principles
• Access your Investment Account

• Articles we are reading - March 1, 2013
• 50 Year Dow Charts Through 2012 - February 28, 2013
• Housing Links, blogs and views - 8/07/06
• Favorite financial ratios and such - 3/24/10
• Enron - A chronological collection of reports - February 4, 2014
• Interesting Graph of Japan Land Prices - February 2, 2004
• Favorite words - 11/17/14
• Interesting Long term chart on the Dow Jones Average - 01/31/05
• Long Term Bond Ratings - May 19, 2004
• Notes to Winning on Wall Street - 02/02/05
• Warren Buffett Page of ours - 6/2/16
• Benjamin Graham Page of ours - 2/26/13
• Seth Klarman Page of ours - 8/30/16
• Abraham Lincoln Page of ours - 3/21/13
• Charles Munger Page of ours - 11/3/15
• Investment Sites worth reading - 8/27/09
• Peter Lynch and our collection of some data - 1/21/15
• Precious Metals Notes of ours - 3/30/05
• AAII Article on Economic Indicators - April 12, 2004
• Richard Russell's 10% Rule For Valuing Real Estate
• SubPrime Primer - Caution Bad Words- easy to understand on what happened to Sub Prime - We did NOT author this.
• Whiteboard notes - 5/19/12

Please use all calculators and links with care. We are not responsible for broken or inappropriate links. Please consult a financial professional in interpreting inputs and data.

• Accounting and Auditing Enforcement Releases - Financial enforcement action database
• Accounting Frauds Page - Accounting Frauds and Creative Accounting
• ADVFN - Get financials going back to 1993.
• Altman Z Spreadsheet - solvency predictor in XL format
• Apple Insider - site to track Apple, components makers and competitors
• Ben Graham Center For Value Investing - Interesting to rummage through on occasion
• Big Charts - site specializing in charting
• The Big Picture - macro perspectives of economy and geopolitics
• Board of Directors Search - SSIA lots of good stuff
• Bureau of Labor Statistics - site for economic research
• Business Insider - Interesting site with Henry Blodget
• Caijing.Com - Chinese Finance Magazine. Praised by Grant's Interest Rate Observer
• Calculators - various financial calculators. I haven't reviewed, but looks excellent
• Canadian Insider Trading Site - tracks insider activity for Canadian Companies
• Census Bureau
• Center for Responsible Lending
• CIA World Factbook - Provides information on every Government in the world
• Closed End Funds - Our favorite links for Closed End Funds
• Congressional Budget Office - Outlooks and Budgets
• CreditSlips.org - Discussions on credit and bankruptcy
• Crestmont Research - site with various historical charts
• Damodaran Online - SSIA
• Deal Breaker.com - A Wall Street Tabloid. Some good info.
• Dictionary.com - great site with an international translator
• DigiTimes - site specializing in Technology news
• Dinkytown.net - many calculators of all types
• Dismal Scientist from Economy.com - economic research
• Economic Analysis (US Bureau of Economic Analysis)- SSIA
• Economic and Statistics Administration - Department of Commerce
• Economic Indicators from Wall Street Journal - Excellent Publication Source
• Edgar Search - tool in Beta format (June 9, 2006)
• Excel and other Shortcuts by Hamilton Lin, CFA - lots of shortcuts
• Federal Reserve Bank of Dallas - Interesting site for research
• Federal Reserve Bank of NY - Interesting site for research
• Federal Reserve Bank of San Francisco - "Some of the best tools."
• Financial Forecast Center - Excellent long term data
• Financial Sense Online - a Contrarian Investment Site
• Flightaware - track flights and fleets
• FREDII Database - 1,000 economic data series
• Freddie Mac - monitor interest rates and applications, and more
• The Fund Library - Supposedly Canada's Mutual Fund Resource Centerf
• Georgia Tech Financial Lab - Charles Mulford's Lab
• Google Features - details of many of Google's search features
• Guru Focus - Track the stock picks of guru investors
• Index Mundi - Easy to read graphs of commodities, country data and more
• InfoMine - Excellent charts and tools for commodities
• Insider Trading Site - tracks insider activity
• Insider Trading Site Canada - tracks insider activity for Canadian Companies
• Institutional Holder Site - excellent data, yet not complete, but excellent info
• Insurance Information Institute - excellent industry data
• International Monetary Fund - Look at Data and Statistics Section
• Journal of Commerce - SSIA
• J3sg Insider Trading Site - Mentioned in book '42 Rules of Sensible Investing'
• Khan Academy.ORG - Videos on various subjects (I especially enjoyed the Banking Videos)
• Lightreading.com - a site dedicated to fiber optic technologies
• Mathematical Search Engine - Wolfram Alpha - Very awesome. A ton of financial calculations
• Market Folly.com - Interesting site with writings and letters of many hedge funds
• Marxist.org - Interesting site with writings of many economists
• Money Chimp - Great site for formulas, explanations and historical data
• Moody's Ratings and Definitions - Cool PDF which explains ratings and such
• Mortgage Bankers Association- Site to track the mortgage industry.
• Mortgage Daily.com - Site to track the mortgage industry.
• National Mortgage News - News and boards, nice search feature
• Naked Capitalism - Interesting Financial blog
• National Association of Insurance Commissioners - Financial Data Collected by Fed Reserve
• New York Observer - Great site for NY news. Excellent Real Estate section
• Oaktree Investment memos 1990 - 2009 - 700 pages of Howard Marks' Investment Memos
• PaidContent.org - "economics of content"
• Paul Krugman column - excellent and thought provoking
• Philadelphia Fed - Factory release and Beige Book
• The Power Of Cash Flow Ratios
• Pragmatic Capitalism - alternative perspective the economy
• ProPublica - an independent, non-profit newsroom
• RealtyTrac - Foreclosure listings
• Return on Invested Capital (ROIC) - Awesome whitepaper by Andrew Chan
• SEDAR.COM - Canadian version of Edgar
• Seeking Alpha.com - Conference call transcripts and more
• Shiller Data - Long term housing, interest rates and other great data
• Stanford Law - Securities Class Action Clearinghouse - Securities Class Action Clearinghouse.
• St. Louis Fed - economic research
• Stock Screener - Free and robust stock screener from Financial Visualizations
• USDA - Department of Agriculture (food pyramid is awesome)
• US Treasury - United States Department of Treasury
• Value Investing News - Potentially cool site, articles, etc.
• The Walter Schloss Archive - Excellent writings of or about Walter Schloss
• Whale Wisdom.com - Interesting site with Insider and Institutional holdings
• Zero Hedge - Must read Investment Site.