Eddie 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:
Relying On Old-Fashioned Stock Picking, Lee Ainslie Reports His “Strongest Quarter” Ever
Lee Ainslie's Maverick Fund USA enjoyed its "strongest quarter in the fund's history" during the three months to the end of June. According to a copy of the firm's second-quarter letter to investors, which ValueWalk has been able to review, Maverick Fund USA gained 18% in the second quarter. Following this performance, the fund was Read More
Video coverage from Bloomberg below: