Graham Theodor & Co. Annual Letter To Shareholders 2015

That time of year again, recounting the hits, misses, and complete whiffs (there were more of these than i care for) of the past year.

Via Graham Theodor & Co.

Is there value in Hammond Manufacturing Co. again?

Electronic racks that hold servers, outlet strips, transformers… if you are still with me, then I commend you for not drifting off to sleep. Hammond (TSX: HMM.A) is a Guelph, Ontario-based electrical component manufacturer, wholesaler and distributor directly to original equipment manufacturers (OEM’s).

As contributed to

3 Reasons Welltower Could Rise

Here ye’ here ye’ proud to announce i am now officially a Fool (Contributor/Analyst for ) But some already knew that;)

Tis’ the first in a five part series on Welltower, Inc. – the largest public healthcare REIT and the second largest in the US overall:


Manning & Napier: A Boutique Below Book Value

“Client focused for more than 40 years” is the tag line one reads upon visiting Manning & Napier’s (NYSE:MN) “about us” page. Given that the average lifespan of an investment manager is roughly 4.5 years, they must be doing at least something right.

As contributed to Seeking Alpha:

A Most Valuable Resource

Simply wanted to share a resource that i have found invaluable and endlessly enjoyable – the aptly titled “largest collection of value investing articles and documents on the web”.

Available papers range from Ben Graham’s works to Walter Schloss’s articles to Warren’s fabled partnership letters. If you want to become a better allocator of capital or just catch up on some timeless classics, this isn’t a bad place to start:

You’re welcome;)

Graham Theodor & Co. Ltd. Annual Letter to Shareholders 2014

Simply playing catch up and posting some material i have just not had a chance to in the first half of the year:/

Via Graham Theodor & Co.

P.S. My sincere apologies to all who had issues when attempting to click through via the previous link. I have (hopefully) just remedied the problem with the new direct link above.

Why The Tortoise Always Beats The Hare…When Investing

Most of us have read or had read to us, one version or another of Aesop’s fable The Tortoise & The Hare at some point during our adolescent years.

Little did we know it at the time, that its ambiguous lesson applies to multiple facets of life, including…the allocation of capital.

The short story, elongated and revised goes a little something like this, as contributed to Money Uncensored: