SATS
4 Interesting 13F Buys (Q1-08)
(via www.futureblind.com)
Today is the day that the 13F’s are released for funds managing over $100m. Below is a list of 4 picks that I find interesting: WCG, SATS, WLP, AMWD
A Portfolio Warren Buffett Would Love - Interview with Berkowitz
(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:

