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<title><![CDATA[Tweedy, Browne Value]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/forumview?bn=49597</link>
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<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/forumview?bn=49597</link>
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<title><![CDATA[we hit the global maximum.   we will never look down upon pre crash levels.]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=49597&amp;tid=11&amp;mid=11&amp;tof=1&amp;off=1</link>
<description><![CDATA["a herd of frightened bankers is more terrifying than all of the nuclear weapons on the planet."


funds like this, that outperform the market average reliably (but barely) are facing the greatest challenge in their existence.

with a strategy for long term growth, or really any strategy, how can you nearly double the value of your portfolio in a measurable amount of time?

this fund has lost 5< years of growth, and in the "new" economy that will rise from the ashes, how likely is it that it will EVER get back to those levels?

I hate to say it:   there is no way in hell that this, or really ANY, fund will ever hit pre crash levels.


this is a mutual fund, so I doubt most of the people who are concerned with it know technical details about this current crash:


from an obvious standpoint, this crash has been due to lending policies.   from a less obvious standpoint, this crash has been due to the failure of the Credit Default Swap, and the exposure of its ludicrous and nearly fraudulent nature.


cheap/"low risk" debt will no longer exist.   banks will never again be able to lend ANYONE money at a "low cost."

the insurance that USED to exist on these loans has been proven to be worthless.

now, in performing the somewhat abstract calculations that determine the risk and, hence, the "cost" of lending money, any parameters associated with RISK will now grow huge.


we will enter into the days of >20% loans as the norm.


can you possibly imagine how small the rate of growth will be in such an environment?


this is the future (of the world really).   the party is over.

the glory days are TRULY gone.   this is not some tech bubble burst.

this is proof that the prior financial system was faulty at its core (not enough regulation on financial system), and it has lead to the most dreaded and most powerful force on the planet:

a "frightened" accountant/banker.


a herd of frightened bankers is more terrifying than all of the nuclear weapons on the planet.]]></description>
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<pubDate>Wed, 04 Mar 2009 21:21:32 GMT</pubDate>
<author><![CDATA[coolnigga420]]></author>
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<title><![CDATA[Re: Why is Tweedy    doing so poorly ??]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=49597&amp;tid=7&amp;mid=8&amp;tof=2&amp;off=1</link>
<description><![CDATA[they have always had a high concentration in financials.It's had a big impact over the last year.


The only thing they can hang their hat on is they outperform the index when it goes down.they still lose money but just not as much.]]></description>
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<pubDate>Sun, 22 Jun 2008 15:00:55 GMT</pubDate>
<author><![CDATA[hgc2112]]></author>
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<title><![CDATA[Why is Tweedy    doing so poorly ??]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=49597&amp;tid=7&amp;mid=7&amp;tof=3&amp;off=1</link>
<description><![CDATA[Has their rich heritage gone to their head ??

They need to fly to Omaha and spend a month with Buffett to learn value investing formn the Master.]]></description>
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<pubDate>Sun, 22 Jun 2008 15:00:54 GMT</pubDate>
<author><![CDATA[gable005]]></author>
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<title><![CDATA[Re: Did I Miss Something?]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=49597&amp;tid=1&amp;mid=6&amp;tof=4&amp;off=1</link>
<description><![CDATA[They talk a big game but when on the field of play it looks like they can not deliver a score.

Buffett would not have bought many of their sele   ctions.]]></description>
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<pubDate>Wed, 04 Jun 2008 01:13:28 GMT</pubDate>
<author><![CDATA[gable005]]></author>
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<title><![CDATA[Re: Did I Miss Something? Ooops,]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=49597&amp;tid=1&amp;mid=5&amp;tof=5&amp;off=1</link>
<description><![CDATA[I sold most of my TWEBX today.


I owned a little of TBGVX but sold it.I was going to switch to it from TWEBX back in 2002 but didn't due to asset allocation issues.(I already had enough, or so I thought, international exposure in my 401k.)

I still have hope that this fund is gonna take off over this $26 top it can't get through.The NAV is just stuck here between $24-$26. In the meantime, I have better opportunities for the cash.]]></description>
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<pubDate>Wed, 01 Aug 2007 03:10:07 GMT</pubDate>
<author><![CDATA[hgc2112]]></author>
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<title><![CDATA[Re: Did I Miss Something? Ooops,]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=49597&amp;tid=1&amp;mid=4&amp;tof=6&amp;off=1</link>
<description><![CDATA[I think they want too big of a built-in discount before they invest. Some other value funds allow for a smaller margin of safety before investing.   They are also too averse to investing in technology, even if a tech company is undervalued.   Now that this fund allows for more international holdings, it will probably do some better, although now it's more like their other fund.]]></description>
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<pubDate>Wed, 01 Aug 2007 03:10:07 GMT</pubDate>
<author><![CDATA[kid_owens]]></author>
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<title><![CDATA[Re: Did I Miss Something? Ooops,]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=49597&amp;tid=1&amp;mid=3&amp;tof=7&amp;off=1</link>
<description><![CDATA[Last sentence should read."The other saving grace has been dividends and some cap gains distributions]]></description>
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<pubDate>Sun, 22 Jul 2007 19:30:47 GMT</pubDate>
<author><![CDATA[hgc2112]]></author>
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<title><![CDATA[Re: Did I Miss Something?]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=49597&amp;tid=1&amp;mid=2&amp;tof=8&amp;off=1</link>
<description><![CDATA[I've been struggling with the decision to move on to another fund in light of the performance gap.Not much NAV appreciation over the last 10 years.However, to me, avg. annual returns means nothing.I never use that as a benchmark.

A couple of reasons to stick with it.When the overall market drops, this fund drops less.That is, it has better risk-adjusted returns. only saving grace has been the dividends and some cap gains over the]]></description>
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<pubDate>Thu, 07 Jun 2007 05:12:55 GMT</pubDate>
<author><![CDATA[hgc2112]]></author>
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<title><![CDATA[Did I Miss Something?]]></title>
<link>http://messages.finance.yahoo.com/Mutual_Funds_%28A_to_Z%29/Mutual_Funds_T/threadview?m=tm&amp;bn=49597&amp;tid=1&amp;mid=1&amp;tof=9&amp;off=1</link>
<description><![CDATA[Am I right in saying that the gap between the highly articulate, persuasive, logical strategies and philosophies of TWEBX and what the fund has delivered over the past five years redefine and expand "yawning chasm?"

The oft-repeated, self-congratulatory - and exceptionally well-written material - about participating in neither the unjustified rise or the subsequent plunge of high-tech stocks was one thing. But since then, TWEBX has been a paragon of medocrity in a field of much better performing value funds - over half of them, right? If I'm wrong (been known to happen), please explain. Right now, I'm thinking these two grades: (1) A+ for writing style, financial sophistication and reasons for great hope, and (2) D, or being generous to a San Andreas-size fault, C, for performance. Wouldn't mind inarticulate and the top half of performers.]]></description>
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<pubDate>Wed, 04 Jun 2008 01:13:27 GMT</pubDate>
<author><![CDATA[lennynoit]]></author>
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