A Portfolio Warren Buffett Would Love - Interview with Berkowitz
By SilverSlime on Sun, 2008-03-02 09:19
(via www.usnews.com)
Berkowitz recently spoke with U.S. News about why diversification is overrated, how volatility is opportunity, and whether Sears Holdings can be the next Berkshire Hathaway. Excerpts:
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I haven't really thought about WellCare until this article. I'll have to look into it.
It also seems like the more I read that Sears Holdings is the next Berkshire, the less I'm convinced. I think Western Sizzlin is closer to the next Berkshire than Sears Holdings.
I also went ahead and added the tickers SHLD, SATS, and WCG.