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A Flurry of Appearances for Bruce Berkowitz : Circle of Competence

(via www.circleofcompetenceblog.com)

Bruce Berkowitz has showed up on 4 major media outlets in the last month alone, discussing the Fairholme Fund and its approach.  I sum it all up.

Submitted by Circle of Compe... on Fri, 2008-07-04 19:03. | Tags:
  • Superinvestors
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  • 1 point

Seth Klarman Interview

(via www.iimagazine.com)

A recent interview with value investor Seth Klarman where he discusses how he got into value investing, how to be successful with it, and the difficulty of finding value.

Submitted by George on Sat, 2008-06-28 16:43. | Tags:
  • Superinvestors
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  • 6 points

Zhao Danyang Wins Lunch with Warren Buffett

(via streetcapitalist.com)

Zhao Danyang of the Pure Heart China Growth Investment Fund won the Glide Foundation's lunch auction with Warren Buffett. Here is a brief look at Zhao and his fund.

Submitted by streetcapitalist on Sat, 2008-06-28 05:33. | Tags:
  • Superinvestors
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  • 5 points

Warren Buffett Tells CNBC U.S. Inflation is "Exploding"

(via www.cnbc.com)

Buffett talks about inflation, his charity lunch, and how he is a "spectator" only in the InBev Anheuser Busch takeover talks. The article includes a video of the interview.

Submitted by George on Wed, 2008-06-25 13:49. | Tags:
  • Superinvestors
  • BRKa
  • BUD
  • 1 comment
  • More info
  • 1 point

Investor Book Club #1

(via streetcapitalist.com)

I look at Losing My Virginity by Richard Branson, a book recommended by Mohnish Pabrai. Branson actually acts very similar to a value investor and employs a margin of safety in the businesses he starts, this is a great book.

Submitted by streetcapitalist on Tue, 2008-06-24 03:47. | Tags:
  • Superinvestors
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  • 4 points

Value Investing Works, and That Won’t Change

(via www.circleofcompetenceblog.com)

In a speech in 2007, Seth Klarman summed up, in one paragraph, why value investing works, and why that will never go away.

Submitted by Circle of Compe... on Wed, 2008-06-18 22:15. | Tags:
  • Superinvestors
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  • 6 points

David Einhorn Takes On Lehman (LEH)

(via nymag.com)

Excellent piece from New York Magazine on Greenlight Capital's David Einhorn.

Submitted by JellyRollCapital on Wed, 2008-06-18 01:15. | Tags:
  • Superinvestors
  • LEH
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  • 2 points

Long Bets - Buffett vs Protege Partners

(via www.longbets.org)

Read why Buffett bets the S & P 500 will outperform a portfolio of funds of hedge funds over a ten year period. One million dollars is at stake!

Submitted by George on Thu, 2008-06-12 23:26. | Tags:
  • Superinvestors
  • BRKa
  • 1 comment
  • More info
  • 5 points

Seth Klarman Speech April 20th 2006 at Columbia Business School

(via alexbossert.blogspot.com)

Notes on a 2006 speech given by Seth Klarman at the Columbia Business School. There are some great value strategies discussed in this video.

Submitted by George on Wed, 2008-06-11 21:41. | Tags:
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  • 6 points

Carlos Slim: Value Investor and Worldly Thinker

(via circleofcompetence.blogspot.com)

Some wonderful quotes illustrating the value investing principles behind the man Carlos Slim Helu.

Submitted by Circle of Compe... on Tue, 2008-06-10 22:29. | Tags:
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  • 6 points

Buffett's bet: Hedge funds can't beat the market

(via money.cnn.com)

The celebrated investor wagers a tidy sum that even carefully chosen hedge funds won't return more than the market over time.

Submitted by George on Mon, 2008-06-09 14:15. | Tags:
  • Superinvestors
  • BRKa
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  • 3 points

Bruce Berkowitz on WealthTrack

(via link.brightcove.com)

Where to find the values in stocks, bonds and art with top-performing value investor, the Fairholme Fund’s Bruce Berkowitz, high-yield bond guru Martin Fridson and art consultant and professor Michael Moses, of the Mei Moses Fine Art Index.

Submitted by SilverSlime on Sun, 2008-06-08 23:39. | Tags:
  • Superinvestors
  • WCG
  • 2 comments
  • More info
  • 5 points

Seth Klarman MIT Speech (PDF)

(via 1-2knockout.typepad.com)

13 page Seth Klarman speech

Submitted by alexg on Sat, 2008-06-07 20:02. | Tags:
  • Superinvestors
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  • 5 points

Seth Klarman: Second Coming of Benjamin Graham?

(via seekingalpha.com)

With the scrutiny that comes with big money, it is very rare that a big-time money manager can trounce the market year after year, and continue to evade said scrutiny. There is one man though, that has for the most part achieved this goal, and even the few publications (e.g.

Submitted by alexg on Sat, 2008-06-07 19:43. | Tags:
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  • 6 points

MediaTechnics Corp. (MEDT.PK) Signs Letter of Intent to Acquire CRD Technologies Inc.

(via www.istockanalyst.com)

MEDIATECHNICS CORPORATION (Formerly SilveradoFinancial, Inc.) (PINKSHEETS: MEDT) www.mediatechnicscorporation.com hasentered into a Letter of Intent to acquire Phoenix-based CRD TechnologiesInc. CRD is a contract marketing and manufacturing company which focuses ondeveloping, branding, designing and manufacturing a wide variety of privatelabel products including beverages and dietary supplements.

Submitted by penelope on Fri, 2008-06-06 07:12. | Tags:
  • Superinvestors
  • medt
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  • More info
  • -1 points

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