Investment Commentary

• Pat Dorsey Discusses Allocation Strategy on Bloomberg.com
• Pat Dorsey Discusses How to Get Solid Returns for Your Portfolio on Fox Business.com
• 2012 Annual Investment Outlook Presentation
• Pat Dorsey's Notes on "A Morning with Charlie Munger, July 1, 2011"
• Pat Dorsey Presentation at Value Investor Conference
• Pat Dorsey's Notes on 2011 Berkshire Hathaway Meeting
• Pat Dorsey Interview on Morningstar.com – Lubrizol’s Moat
• Tim Vick Presentation at Value Investor Conference

E-Mails by Pat Dorsey, Vice Chairman, Director of Research & Strategy

• February 9, 2012 E-Mail: Facebook is not Google
• January 30, 2012 E-Mail: Pat Dorsey Appearing on Fox Business
• January 13, 2012 E-Mail: The High Price of Safety
• September 23, 2011:  Signal and Noise
• August 5, 2011 E-Mail: Now What?
• July 20, 2011 E-Mail: A Morning with Charlie
• June 30, 2011 E-Mail: The One Investment You Don't Need by Pat Dorsey
• May 31, 2011 E-Mail: Staying Sane Amidst the Municipal Madness by Pat Dorsey
• May 16, 2011 E-Mail: Fast Money & Tiger Woods by Pat Dorsey
• May 9, 2011 E-Mail: A Weekend with Warren by Pat Dorsey

MarketWatch Publication

• First Quarter 2012
• Fourth Quarter 2011
• Third Quarter 2011
• Second Quarter 2011
• First Quarter 2011