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Raymond James Financial - Fruit for Thought

By wax on Sun, 2010-12-19 09:32
(via waxink.blogspot.com)

I went with my friend Cobb last weekend to an "investor breakfast". If you have never been to one, they are usually put on by a brokerage or money management firm and are geared towards seniors.

Todd Combs', Warren Buffett's new investment hire, Portfolio at Castle Point

By valuehawk on Tue, 2010-10-26 09:56
(via www.rocketfinancial.com)

You can get a good look at Castle Point's portfolio here:
http://www.rocketfinancial.com/Holdings.aspx?fID=10102

He's obviously very focused on financial services companies. You can also look back over time and see what he held in the past!