Bruce Berkowitz: Sears a Once-in-a-Lifetime Opportunity

Bruce Berkowitz, founder and chief investment officer of Fairholme Capital Management LLC, talks about the fund’s investment strategy and investment opportunities. Fairholme, speaking on a teleconference with investors, says Sears presents a once-in-a-lifetime opportunity because of its real estate.

We did the work for you – but for those who want to listen with their own ears – the audio is embedded below.

Bruce Berkowitz Calls Sears a Once-in-a-Lifetime Opportunity

Michael Mauboussin: Here’s what active managers can do

michael mauboussin, Credit Suisse, valuation and portfolio positioning, capital markets theory, competitive strategy analysis, decision making, skill versus luck, value investing, Legg Mason, The Success Equation, Think Twice: Harnessing the Power of Counterintuition, analysts, behavioral finance, More Than You Know: Finding Financial Wisdom in Unconventional Places, academics , valuewalkThe debate over active versus passive management continues as trends show the ongoing shift from active into passive funds. Q2 2020 hedge fund letters, conferences and more At the Morningstar Investment Conference, Michael Mauboussin of Counterpoint Global argued that the rise of index funds has made it more difficult to be an active manager. Drawing Read More