I have been very busy lately so I have been posting less articles recently, and more videos. However, all the videos I post I think are extremely informative. When my schedule gets a bit more free in about a week or so I will be posting more original content articles.
However, the video below is a must see. Bruce Berkowitz of Fairholme Fund was interviewed several days ago in an exclusive TV interview.
I have a lot to write about Berkowitz and his massive portfolio shift, and investment change over the past few months. To see an article on the topic I wrote recently check out this post titled Bruce Berkowitz: Where Is The Free Cash Flow? which I wrote on GuruFocus.com. I plan to follow up this article with more on the subject in the coming weeks.
What can past market crashes teach us about the current one?
The markets have largely recovered since the March selloff, but most would agree we're not out of the woods yet. The COVID-19 pandemic isn't close to being over, so it seems that volatility is here to stay, at least until the pandemic becomes less severe. Q2 2020 hedge fund letters, conferences and more At the Read More
Below is the recent interview with Berkowitz with Consuelo Mack WealthTrack.
In this video on Consuelo Mack WealthTrack, in a rare television interview with “Great Investor” Bruce Berkowitz. Morningstar’s Fund Manager of the Decade is raising eyebrows by investing more than half of his Fairholme Fund in beaten down financial stocks. He’ll explain why he believes it will pay off.