Introducing the CVI - Punch Card Portfolio Newsletter

I write a weekly investment newsletter. This newsletter involves the development of a focused portfolio of undervalued securities. The subscription price is $12 per month (cancel any time). Every investment idea I recommend will be one I purchase for my own portfolio. If you have questions prior to subscribing shoot me an e-mail (

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Saturday, December 15, 2012

What We Are Watching/Reading

AQR Co-Founder Cliff Asness - Get Real About Returns

Western Asset Management

Jim Grant – Honey I Shrunk the Yield Curve

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