eddie lampert of esl investments photoEddie Lampert of ESL Investments, made a very rare TV appearance where he talked about the importance of long term investing. The confence where Lampert spoke at, took place on October 1st, 2011.

Lampert runs an ultra concentrated portfolio, his top three holdings are:

SHLD 34%

AZO  27%

AN   22%

Video coverage from Bloomberg below: