Rare Video of Eddie Lampert

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Rare Video of Eddie Lampert
See page for author [Public domain], via Wikimedia Commons

Rare Video of Eddie LampertEddie 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%

Hedge fund thesis for Spirit Airlines and AerSale, a recent SPAC merger

AirlinesPrescience Partners returned 6.75% for the second quarter, underperforming the S&P 500's 8.55% return but coming out ahead of the Barclay Equity Long/ Short Index's 2.62% return. However, for the first six months of the year, Prescience is up 30.66%, doubling the S&P's 15.25% return and smashing the Barclay Equity Long/ Short Index's 9.27% return. Read More


AZO  27%

AN   22%

Video coverage from Bloomberg below:

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