Case Studies

A Few Key Links From 2013

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It’s the last day of the year, and everywhere you look are various “Top 10 lists”, “2013 Best Posts”, etc… Despite the title, this post is not such a list… I thought I would re-post some links to just a few things that I have read recently that I found interesting. It is more coincidence that I’m posting this on the last day of the year, and this is far from a comprehensive list of valuable things I’ve read this […]

Bruce Berkowitz

Bruce Berkowitz Discusses His Financial Investments

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Bruce Berkowitz is one investor that I like to study. I like to run an adequately diversified portfolio, taking advantage of what I consider to be numerous high probability situations. I imagine certain probabilities with each investment, and I look at diversification in two ways: one is through the various positions I currently have, and one is through the positions I will hold in the future. The latter refers to my thesis that over time, buying undervalued stocks over and […]

Bruce Berkowitz

Investing Quotes-Bruce Berkowitz

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“I think our philosophy makes a lot of sense. We’re doing nothing more than what the wealthiest individuals in the world have done. We act like owners. We focus on very few companies. We try and know what you can know. We try and only buy a few companies which we believe have been built to last in all environments. We recognize that you only need a few good ideas in a lifetime to be fabulously wealthy…. We’re always trying to wonder what […]

Get Better by Reading

Get Better by Reading-12/5/12 Links

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On my Outlook task list is a recurring task that pops up each weekday that says “Get Better by Reading”. One of my objectives each day is to make a point to read something that will help me improve my investment skill. I try to find practical things to read that are focused on specific ideas, investment methods/strategies, general value investing concepts, or profiles of investors I follow. Occasionally I’ll post links that I find valuable enough to share: Market […]

Bruce Berkowitz

Bruce Berkowitz Interview at University of Miami

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I came across an interview that the University of Miami did recently with Bruce Berkowitz of Fairholme Funds. Berkowitz is famous for putting together one of the best records of the last decade in the mutual fund industry, returning about 11% per year since 2000 (with billions of dollars of AUM) vs the market’s 0%. Berkowitz is famous for taking big, concentrated positions, and he isn’t always right, but his big positions are the reason for his dramatic outperformance. He […]

Get Better by Reading

Get Better by Reading-11/30/12 Links

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On my Outlook task list is a recurring task that pops up each weekday that says “Get Better by Reading”. One of my objectives each day is to make a point to read something that will help me improve my investment skill. I try to find practical things to read that are focused on specific ideas, investment methods/strategies, general value investing concepts, or profiles of investors I follow. Occasionally I’ll post links that I find valuable enough to share: Warren […]