Value Investing News

Prem Watsa's Fairfax Financial (FFH) puts out 2009 shareholder letter. Book value up 35% in '09. BV = $369.80/share

Monish Pabrai's Q4 portfolio has been filed. New or increased positions include: CSE, POT, CRESY, and FFH.

Longleaf's Q3 portfolio has been filed. New or increased positions include IR, CHK, YUM, DTV, FFH, DIS, TWTC, RE, MKL, BRK.A, FIC, AOC, and FAF.

Tilson's Q3 portfolio has been filed. New positions include KFT, FFH, OCN, COF puts, SPG puts, BKS, XOM, DOW puts, GHQ, XLF puts, PETM, CSWC, DJCO, and FL.

Monish Pabrai's Q3 portfolio has been filed. New or increased positions include: FFH, IBKR calls, POT, BPO, TEX, CRESY, BRK.B, and WFC.

Fairfax Financial Holdings Ltd said on Friday the insurance market remains soft and that the company continues to put a priority on maintaining a strong financial position rather than on expending capital.

Value Investor Mohnish Pabrai

Longleaf's Q2 portfolio has been filed. New or increased positions include FAF, DEO, DTV, AOC, DIS, CX, CHK, PHG, FDX, DISCK, BRKa, TWTC, WSH, MKL, FFH, ECA, WEN, and WPO

Mohnish Pabrai's Q1 portfolio has been filed. New or increased positions include FFH, WFC, BRKb, CRESY, TCK, TX, and LUK.

A video interview with Prem Watsa of Fairfax Financial. It's likely that this is his first TV interview.

It was a year of pain for nearly every investor, with major stock indices down 50% around the world. If your invested funds were down only 10%, you outperformed. But one investor's funds were UP on the year...

Here is a article from Kiplinger's latest edition mentioning how Bruce Berkowitz survived the carnage better than nearly all his peers. Now he sees plenty of good values.

A brief description of Mohnish Pabrai known as the Dhando Investor...

A brief look at a Re Insurance company trading at cash value...

Their may be only one Warren Buffett, but their are a number of companies/individuals that are doing a pretty good job of imitating him and his returns.