Tweedy Browne semi-annual report 30 September 2010 is available
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Tweedy Browne, most likely the oldest value investment fund managers just published their semi-annual report as at the end of September 2010.
It’s always a worthwhile read with excellent market commentary and explanations of exactly what they are buying and selling.
Notable buys in the last six months are:
- Bangkok Bank
- Bank of New York Mellon
- Baxter International
Bad performers that may be attractive are:
- CNP - The French life insurer
- Munich Re - the German reinsurer (in which Warren Buffett has just reported a 10% holding)
- Telecinco - The Spanish television broadcaster
- Total - The French oil giant
The report is available in the Research and Reports part of their website.
Here is the direct link to the PDF document:
INVESTMENT ADVISER’S LETTER TO SHAREHOLDERS & SEMI-ANNUAL REPORT – 30 September 2010
On that basis, here is my order:
Pay in EURO
One year subscription for only EUR 249.00.
Two years subscription for only EUR 370.00 and save EUR 128 or 26%.
Pay in US Dollar
One year subscription for only $ 349.00.
Two years subscription for only $ 519.00 and save $
179 or 26%.
you click on the “Buy
Now” button you will then be directed
the PayPal website where you can safely and easily pay with all major credit
cards or with your