Fairholme’s 2011 Results Show the Risk of Concentrated Positions in Hard to Value Businesses
The performance of the Fairholme Fund (FAIRX) and manager Bruce Berkowitz and his comments in his annual letter have been … Read more
The performance of the Fairholme Fund (FAIRX) and manager Bruce Berkowitz and his comments in his annual letter have been … Read more
By Ben Strubel of Strubel Investment Management When you hear the word austerity you typically think of the measures being … Read more
By Ben Strubel of Strubel Investment Management Numerous quotes, commentaries, presentations, and letters by some great investors, such as … Read more
By Ben Strubel of Strubel Investment Management, LLC This article was first published in our exclusive free newsletter. Sign-up … Read more
By Ben Strubel of Strubel Investment Management A review of Zynga’s recent IPO certainly shows it has better investment … Read more
By Ben Strubel of Strubel Investment Management In June 2011 we profiled InterDigital in our monthly newsletter to client (you … Read more
By Ben Strubel of Strubel Investment Management In early May I wrote an article for our monthly newsletter (you … Read more
By Ben Strubel of Strubel Investment Management A week ago, after Microsoft’s acquisition of Skype was announced, my friend … Read more
By Ben Strubel of Strubel Investment Management With all the buzz surrounding Groupon’s IPO I decided to take a … Read more
By Ben Strubel of Strubel Investment Management LinkedIn (LNKD) went public and began trading on May 19th. The stock almost … Read more
This article appears in our client newsletter. You can subscribe to the newsletter here. “An investment operation is one … Read more
By Ben Strubel of Strubel Investment Management In the first part of this article, found here, I talked about … Read more
By Ben Strubel of Strubel Investment Management For our dividend fund we follow the strategy pioneered by Tweedy Browne of … Read more
By Ben Strubel of Strubel Investment Management I have been watching the saga surrounding Reverse Takeover (RTO) Chinese Small … Read more
By Ben Strubel of Strubel Investment Management H&R Block (HRB) is the largest tax preparer in the United States and … Read more