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The performance of the Fairholme Fund (FAIRX) and manager Bruce Berkowitz and his comments in his annual letter have been the subject of numerous commentaries. The fund lost 32.42% in 2011.
The commentary seems to fall in to one
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Financial News with emphasis on Value Investing, Hedge Funds and Asset Managers
Posts Tagged ‘ Articles about Gurus ’
Fairholme’s 2011 Results Show the Risk of Concentrated Positions in Hard to Value Businesses
Baupost Might Lose Money on Mega-quarry Investment
The economics of The Baupost Group’s Ontario mega-quarry investment …continue to unfold strangely, with new statements made in a January 12th Town Hall Meeting between Highland Companies executives and local parties adding clarification.
Back-of-the-envelope math once told a story
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Jury May Hear Top Berkshire Official: Ajit Jain
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Ajit Jain, a top lieutenant at Berkshire Hathaway, is on the short list of candidates to succeed Warren E. Buffett, Berkshire’s chief executive.
Mr. Jain has landed on another, less desirable list: He is a potential witness in the insider-trading
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Prem Watsa Sees Value in $Rimm; Doubles his Stake
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Fairfax Financial Holdings Ltd. (FFH), run by one ofCanada’s best known value investors, Prem Watsa, substantially increased their stake in Research In Motion Ltd. (RIM). Watsa joined the RIM’s board on January 22, this year, and was named a director,
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FSA Angry? Greenlight Capital Saga Continues
The saga over David Einhorn’s Greenlight Capital’s “market abuse” seems to not be over. According to Wall Street Journa l…The Financial Securities Agency (FSA) has now fined the former compliance officer at Greenlight, Alexander Ten-Holter, for “insufficent oversight.” It
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The FSA is Really Doing their Homework on Einhorn
This is just a partial chart of someone (we have no idea who) from the Financial Securities Authority of the UK (FSA) combing the site today, and reading everything that we posted… about David Einhorn. We have no idea why
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Whitney Tilson Loves His Netflix
…From Whitney Tilson:
Netflix reported Q4 earnings after the close yesterday and the stock is up more than 20% today to over $116 (we purchased it late last year at $76). We wrote up our take on the company’s earnings
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Seth Klarman Donates $32.5 to centering Studying human Cells
…Scientists are launching an ambitious effort to diagram how the human genome controls cells by tracing the chemical pathways it uses to send instructions zinging through them like balls in a pinball machine.
The Broad Institute, a biomedical research juggernaut
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Dan Loeb Fed up With Obama’s Class-Warfare
The Wall Street Journal… has some interesting interviews with some attendees of the Davos Economic forum. The Journal quoted many hedge fund managers who are furious at President Barack Obama. Many of the people quoted were big supporters of the
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Greenlight Capital Conference Call Full Transcript
David Einhorn was charged by the Financial Services Authority today with insider trading allegations. We posted three articles on the topic, which can be found here, here and here.… The last article is the most important one. We were
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Greenlight Capital Responds to Insider Trading Charges
See article for background about story here….
Greenlight Capital, Inc. (“Greenlight”) announced today that the U.K.’s Financial Services Authority (“FSA”) has fined Greenlight and David Einhorn for inadvertently engaging in market abuse in connection with Greenlight’s trading of Punch
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Is David Einhorn Guilty of Insider Trading?
UPDATED: In further news which could help defend Einhorn there was a conference call on the 9th and he actually sold four days later as detailed here.…
In very shocking news, the Financial Securities Authority (FSA) of the UK,
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George Soros Has Scathing Words at Davos
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George Soros on Wednesday had hard words to say on the financial crisis brewing in the European Union. Speaking on the sidelines of the World Economic Forum at Davos, Soros was utterly critical of the confused policy response of
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George Soros “Expect Civil Unrest”
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13 years ago people who talked about the end of the world usually consisted of Doomsday cults, people on the corners of Manhattan, conspiracy theorists like Alex Jones. Five years ago people who warned of a huge housing bubble, even
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Bill Ackman Proposes New Board For Canadian Pacific
…Pershing Square Capital Management, L.P. (“Pershing Square”), today announced its slate of five directors for election to the Board of Canadian Pacific Railway Limited (“Canadian Pacific”) at Canadian Pacific’s annual meeting of shareholders on May 17, 2012.
Pershing Square’s nominees,
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