Bruce Berkowitz & David Einhorn 2009 Q4 Portfolio Tracking

Bruce Berkowitz is a respected value investor who helms Fairholme Capital, a firm with an enviable track record over the last decade or so. You can view their holdings in spreadsheet format here. Highlights include the following: Less than two years after dismissing Berkshire Hathaway (BRK-A, BRK-B) as a company with its best years in [...]

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Stock Screen: Dogs of the Dow

The Dogs of the Dow strategy seems to be a popular topic as Barron’s ran a feature article on the 2010 batch a few days after I ran this screen for premium members. Readers can find some useful background and historical results information from the Barron’s site [$]. The Dogs of the Dow is a [...]

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123rd Edition of The Festival of Stocks

Welcome to the january 12th, 2009 edition of the Festival of Stocks, hosted this week by the Enlightened American site.  Below, you’ll find a selection of posts covering a wide array of topics in investing and personal finance.  You can find more information on the Festival of Stocks here. More on this topic (What's this?) [...]

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Bruce Berkowitz, Bob Rodriguez & Mohnish Pabrai – Q3 2008 Holdings

Fairholme Capital, led by Bruce Berkowitz, runs a pretty focused portfolio and I found their most recent filing very interesting: Berkowitz’s two largest new positions were big stakes in Boeing (BA) and Northrop Grumman (NOC), the win-win US tanker contract trade, if you will.  I have both on my watchlist and keep in mind that [...]

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115th Edition of the Festival of Stocks

Welcome to the November 17th, 2008 edition of the Festival of Stocks, hosted this week by the Enlightened American site.  Below, you’ll find a selection of posts covering a wide array of topics in investing and personal finance.  You can find more information on the Festival of Stocks here. For new visitors, my blog focuses [...]

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2008 Q2 Portfolio Holdings: Bruce Berkowitz, Bob Rodriguez & Mohnish Pabrai

In their 13F-HR filing for Q2 2008, Bruce Berkowitz and his cohorts at the Fairholme Fund continue their shift from energy into healthcare:

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