Long Term Partners

LTP Portfolio


Articles

Cash Flow Analysis

Companies We Own

Currency considerations

Option Strategies

Pension Plans

 


Long Term Partners succinctly describes our goals for ourselves and our readers. We wish to attract readers/investors
seeking a long term relationship, knowing that the ride may be lumpy, but profitable for all. Long Term also implies
loyalty on our part. Our steadfast patience and commitment to our readers over long time periods will be crucial
to our combined success. By providing research to you, our readers, we will provide you a wealth of new investing ideas not necessarily found in your average investment newsletter.

Investment philosophy and tactics we will use: A portfolio focus on a balance of long term inevitables, arbitrage opportunities, spin offs, restructurings, short term plays, and opportune option situations. All with a focus on the preservation of capital. Great businesses purchased at good prices will inevitably lead to your success over time. Announced arbitrage deals will be pursued leaving risk arbitrage to the rest. Short term  investments will occur only when we feel that the business was not "as advertised". Option plays will be restricted to companies
within our circle of competence as we may end up owning the companies we option.

Contact Long Term Partners    longterm@longtermpartners.com

 


All rights reserved. Factual material is provided from sources believed to be reliable and is provided without warranty. The publishers are not responsible for any errors or omissions. Reproduction is not permitted and is strictly for the use of each user. Nothing in these publications should be construed as offers to buy or sell securities. Officers, employees, and contributors may own stocks that are reviewed or recommended in these publications.