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Why is AutoZone chasing your clunkers?
Why I like to invest in DIY auto shops in this poor economy.
Manager Commentary Rocco Huang on 2 Feb 2012
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Extreme value stores: Occupy the poor
Why Dollar General and Family Dollar have steadily taken market share from Wal-Mart.
Manager Commentary Rocco Huang on 31 Jan 2012
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Entertainment stocks: Selling dreams to the Have-nots
Businesses that can help people kill time, escape from reality and fantasize about a parallel life can prosper in a stagnating economy and an unequal society.
Manager Commentary Rocco Huang on 23 Jan 2012
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To vote or not to vote?
I'm getting increasingly interested in News Corp’s voting stock, as I am seeing some near-term catalysts that may increase the value.
Manager Commentary Rocco Huang on 21 Dec 2011
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Why did Warren Buffett buy IBM stock - and should I too?
Despite the Oracle of Omaha's move, here's why I like ACN better than IBM at their current prices.
Manager Commentary Rocco Huang on 20 Dec 2011
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Mr. Altria, where's our Miller Lite?
Please render unto drinkers the Miller Lite which is theirs, unto smokers the Malboro that is theirs, and unto us, the shareholder value that is ours.
Manager Commentary Rocco Huang on 5 Dec 2011
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The good and the bad of having a controlling shareholder
There's upside in being a small shareholder in a firm controlled by just one party.
Manager Commentary Rocco Huang on 28 Nov 2011
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Nobody buys Apple anymore. It’s too crowded.
Let me explain to you why large-cap stocks can remain mispriced longer than smaller-cap stocks.
Manager Commentary Rocco Huang on 22 Nov 2011
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Buffett settles for 90-cent dollar bills - shouldn't you?
Value investing is frequently described as “buying dollar bills for 50 cents.” If I tell you that we are better off searching for dollar bills for 90 cents, you may laugh at my lack of ambitiousness: “Why should we settle for less?”
Manager Commentary Rocco Huang on 21 Nov 2011
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Wal-Mart: Dead stock walking?
In investing, the counterpart of the gravity theory in physics is the law of mean reversion.
Manager Commentary Rocco Huang on 10 Nov 2011
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