Tag Archive | "Bruce Berkowitz"
Bruce Berkowitz Consuelo Mack Interview
Always love the Consuelo Mack interviews as they give portfolio managers a chance to give a better analysis of some of their holdings as opposed to the quick 5 to 10 minute appearances they have on the major financial networks. This is the case in the latest Consuelo Mack interview with Bruce Berkowitz which aired [...]
Continue reading...Bill Ackman Betting Against BP’s Debt
Wednesday, September 1, 2010
Through credit default swaps (CDS), Bill Ackman is betting against BP’s debt. Not to be confused with him shorting BP’s stock as I have seen several bloggers doing since the trade was announced. Ackman wrote to Bloomberg: The accident has (BP oil spill) “likely permanently impaired the ability of BP to operate effectively in the [...]
Continue reading...Bruce Berkowitz Establishes Position In MBIA
Tuesday, July 13, 2010
Bruce Berkowitz, Morningstar’s Fund Manager Of The Decade, has established a position in MBIA, Inc. which provides financial guaranty insurance for municipal bonds and asset-backed securities in the United States and internationally. According to Gurufocus.com, Berkowitz purchased 22,736,200 shares at a cost around $5.61, which turns out to be around 11% of the company. If [...]
Continue reading...Bruce Berkiwitz Fairholme Buys Q1 2010
Monday, May 17, 2010
These are the trades for Bruce Berkowitz and his Fairholme Fund according to Gurufocus.com New Purchases: AIG, BAC, Added Positions: C, CMCSK, RF, RRR, Reduced Positions: BRK.B, DJCO, Sold Out: BMY, FRX, KO, MI, PFE, PWE, URI, WLP, WTM It’s obvious where the portfolio is heading, financials. It’s a classic Bruce Berkowitz portfolio move and [...]
Continue reading...Yacktman: Patience Key To Value Investing
Thursday, March 25, 2010
Quickly moving up the ranks of Value Investors is Donald Yacktman. He was a finalist for Morningstar’s fund manager of the decade in which he eventually was beat out by Bruce Berkowitz. Anyway, he is definitely a man to pay attention to as he is consistent with his philosophy and always has something good to [...]
Continue reading...Security Analysis Benjamin Graham
Thursday, March 18, 2010
I just ordered Benjamin Graham’s Security Analysis 6th Edition, which is the new and updated edition and includes some of today’s top value investors. Among them, Bruce Berkowitz, Seth Klarman, Gleen Greenberg, and a few others. At one point, I did own the 1951 edition but between a new job and school, it pretty much [...]
Continue reading...Bruce Berkowitz Investing Strategy
Monday, February 15, 2010
As he becomes a bit more recognized both in the public and investment arena, people are asking a few more questions about Bruce Berkowitz such as what sectors does he like? Does he place much emphasis on economic moats? How does he calculate the true value of a stock (intrinsic value)? etc.. But first, we [...]
Continue reading...Fairholme Fund Transaction
Tuesday, February 2, 2010
The trades are in and its time to take a look at Bruce Berkowitz recent moved in the Fairholme Fund. As explained in an earlier post, I follow Bruce Berkowiitz and every once in a while will follow him into a position. Anyway, these reports come around about every 3 quarters and some people follow [...]
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Wednesday, September 1, 2010
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