Tweedy Browne
21784 views
Rate Now: 1 2 3 4

average rating: 3.91 / 57 ratings
DESCRIPTION:

Date updated:04-06-2008

Tweedy, Browne is a $13.5 billion dollar investment partnership based on the Graham-Dodd approach to investing. The managers buy equities that are trading at a significant discount to intrinsic value thus creating a "margin of safety." They sell investments when they feel prices have approached the intrinsic value and there are better alternative investments with greater margins of safety.

The firm was founded by Forrest Berwind Tweedy in 1920 as Tweedy & Co., a dealer in closely held and inactively traded securities. The firm's 85-year history is grounded in undervalued securities, first as a market maker, then as an investor and investment advisor.

In its Q4 letter to investors, Tweedy Browne said,

"..it seems the world has been awash in a sea of liquidity caused at least in part by an abundance of low cost credit. This unprecedented level of free flowing cash has stimulated demand for virtually all financial asset classes."

"In general, as value investors, we tend to add the most value when we are being well compensated for the risks we are bearing. This is not one of those times. Global equities, for the most part, are pretty fully valued. While we are still uncovering deeply undervalued equities from time to time and cash reserve levels have receded somewhat in both of our Funds, bargains still remain scarce."

Tweedy Browne Q4 letter.

As of 12-31-07 filing

symbol name last price % change open
  • +
  • AIG
    Amer Intl Group I
  • $26.24
  • -1.91%
  • $27.04

15.8% of portfolio

People owning AIG also tend to own: AAIBMINTCJNJJPMKOMSFT

TheStreet.com Rating: D+ What is this?

  • +
  • SKM
    Telecom Co Ltd Ad
  • $20.82
  • -0.14%
  • $20.78

9.5% of portfolio

People owning SKM also tend to own: CMCSKFVEJNSMSFTNKETOLVOD

TheStreet.com Rating: C What is this?

  • +
  • KOF
    Coca Cola Femsa S
  • $54.30
  • +2.30%
  • $53.13

7.1% of portfolio

People owning KOF also tend to own: ABNAIGAXPBACCMCSKCNWDEO

TheStreet.com Rating: A- What is this?

  • +
  • TRH
    Transatlantic Hld
  • $63.73
  • -1.83%
  • $65.31

5.0% of portfolio

People owning TRH also tend to own: AIGAMPAXPBKCBHDNBGS

TheStreet.com Rating: B What is this?

  • +
  • AXP
    Amer Express Inc
  • $40.24
  • +1.56%
  • $39.97

4.5% of portfolio

People owning AXP also tend to own: AIGALLBACBRK-BCCOFFNM

TheStreet.com Rating: C+ What is this?

  • +
  • HD
    Home Depot Inc
  • $22.54
  • +0.09%
  • $22.67

4.4% of portfolio

People owning HD also tend to own: CCLXCVSGOOGGSJNJLLY

TheStreet.com Rating: C What is this?

  • +
  • CMCSK
    Comcast Cl A Spcl
  • $18.23
  • -0.38%
  • $18.35

4.2% of portfolio

People owning CMCSK also tend to own: ABTBMYBUDCFDCHDHOG

TheStreet.com Rating: B- What is this?

  • +
  • WMT
    Wal Mart Stores
  • $56.60
  • +0.18%
  • $56.93

4.0% of portfolio

People owning WMT also tend to own: AIGALLBACCCATCBSCOP

TheStreet.com Rating: A- What is this?

previous next

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

latest articles | popular forums
Barron's Roundup - 7-5

Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there’s information the Intel (INTC), Duke Energ...

07.06.08 | 02:04 AM
You Ask, Altucher Answers

7-2-08 I've been responding to a new batch of questions posed by members of the Stockpickr community on Stockpickr Answers. Anybody can ask, respond or comment at St...

07.02.08 | 10:48 AM
Where Else Can You Find Stockpic...

Here are a few of the places where you can find Stockpickr content. Rocket Stocks: Each week, we lay out a group of stocks that have the potential to move higher in the...

07.01.08 | 13:18 PM
You Ask, Peltier Answers

07-01-08 On Stockpickr Answers, David Peltier responded to a new batch of questions posed by members of the Stockpickr community. Peltier writes two weekly newsletters...

07.01.08 | 10:26 AM
more articles
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZackAttack
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
Lessons From the Great Depression
07.05.08 | 11:44 AM From author T-Bird
Cartoon Thread
11.15.07 | 20:31 PM From author Peter on Post Street
more forums
recent answers | popular answers
bubble(0)
today 's lists
Small Cap Value Plays

Stocks with market capitalizations between $250 million and $1 billion with a P/E ratio less than or equal to 10 and a quick ratio of greater than or equal to 1.0. A quick ... more

Cramer Lightning Round - July 2

These are the stocks from Cramer's Lightning Round for July 2, 2008. We list the stocks on which he is BULLISH and BEARISH. more

Upcoming Stock Splits

This list consists of stocks with upcoming splits. It will be updated every 2 weeks. more

show all today's lists