Investment Ideas From Tweedy Browne By Tim Melvin About this article: During my career, 13-HF filings have proven to be one of the best sources of new ideas. Mining these filings allows me access to the smartest, most-successful investors as a personal research department. Yesterday, I looked at the 13-HF for deep value investment firm Kahn Brothers. Today, I want to take a look at the activities of Tweedy Browne, another venerable value investment firm. Tweedy Browne was originally a broker, with a client list included Ben Graham. Over the years, it began reinvesting money for the public, specializing in deep value stocks. This has worked out very well for the firm over the decades, and today it is one of the largest value oriented investment shops in the world. Unlike Kahn Brothers, Tweedy was more of a seller than a buyer is the quarter. I was surprised to see that it sold out its entire position in Verizon... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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