A Portfolio Warren Buffett Would Love - Interview with Berkowitz
A Portfolio Warren Buffett Would Love - Interview with Berkowitz
(via www.usnews.com)
Berkowitz recently spoke with U.S. News about why diversification is overrated, how volatility is opportunity, and whether Sears Holdings can be the next Berkshire Hathaway. Excerpts:
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I haven't really thought
I haven't really thought about WellCare until this article. I'll have to look into it.
It also seems like the more I read that Sears Holdings is the next Berkshire, the less I'm convinced. I think Western Sizzlin is closer to the next Berkshire than Sears Holdings.
I also went ahead and added the tickers SHLD, SATS, and WCG.