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Operating like Berkshire Hathaway: Alleghany Corporation

By George on Sat, 2010-02-27 18:21
(via stockmanmarc.blogspot.com)

Alleghany's principal business is insurance, however with the access to this float (or cash) they reinvest the money in other businesses, much like Berkshire does.

Whitney Tilson (T2 Partners) files 13F for December 31st, 2009

By valuehawk on Fri, 2010-02-19 09:55
(via www.rocketfinancial.com)

Tilson's Q4 portfolio has been filed. New positions include ATLS, JPM warrants, BKCC, BNCL, FNF, CMG, C, TCX, MSFT, SATS, WEN, KFT, MVC, PFCB, Y, FL, HEK, BGP, WINN, and DLIA.

Bridge Street Journal, Vol. 3.14: Which Financials Will Profit?

By Bridge Street on Fri, 2007-11-30 15:18

In response to yesterday's Bridge Street Journal about various financial companies taking big hits due to not heeding the investing advice found in the scriptures, George asked which financials appropriately prepared for the current lending problems.  He noted that it appears that Goldman Sac