Category - GOOG

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2019 Is Going To Be A Banner Year For Value Equities

A 60:40 allocation to passive long-only equities and bonds has been a fantastic proposition for the final 35 years… We’re profoundly frightened that this...

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Tracking Tweedy Browne Portfolio – Q3 2018 Update

This text is a part of a collection that gives an ongoing evaluation of the modifications made to Tweedy Browne’s 13F portfolio on a quarterly foundation...

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Tracking Al Gore’s Generation Investment Management Portfolio – Q3 2018 Update

This text is a part of a collection that gives an ongoing evaluation of the modifications made to Generation Investment Management’s 13F portfolio on a...

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Tracking Stephen Mandel’s Lone Pine Capital Portfolio – Q3 2018 Update

This text is a part of a collection that gives an ongoing evaluation of the modifications made to Stephen Mandel’s 13F portfolio on a quarterly foundation...