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Notes From the Value Investing Congress: Einhorn, Bass, Pabrai & Tilson

By George on Wed, 2010-10-13 12:13
(via www.marketfolly.com)

Today is the second day of our coverage of the Value Investing Congress including presentations from Kyle Bass (Hayman Capital), David Einhorn (Greenlight Capital), Mohnish Pabrai (Pabrai Investment Funds), Whitney Tilson (T2 Partners) and more. Their latest ideas are outlined below and be sure to check back frequently as we will be updating this post throughout the day.

Geoff Gannon Interviews Jon Heller of Cheap Stocks

By GeoffGannon on Mon, 2010-07-19 05:22
(via www.investorquestionspodcast.com)

Geoff Gannon interviews Jon Heller of Cheap stocks about net/nets, water stocks, and land stocks. This 1 hr 30 minute interview focuses mainly on small stocks trading below their net current asset value.

Fairholme (Bruce Berkowitz) files 13F for December 31st, 2009

By valuehawk on Wed, 2010-02-17 09:41
(via www.rocketfinancial.com)

Fairholme's Q4 portfolio has been filed. New or increased positions include C, BNI, CIT, CMCSK, RF, CMCSA, MI, BRKa, ACF, HUM, WLP, HTZ, SPR, FUR, RRR, JOE, and LUK.