Hi and Welcome to Contrarian Value Investing!, A blog which is based on the teachings of Warren Buffett, Joel Greenblatt and David Dreman.
Every once in a while a value investor will go out of his way to let the public know what goes on behind their mind. Bruce Berkowitz recently did that by holding a public conference call. Thanks to Gurufocus for posting the video up and bringing it to everyone’s attention. Its over an hour long [...]
Everyone has their favorite “gurus”. The obvious picks being Warren Buffett, Charles Munger and Eddie Lampert. But outside those names there are a few interesting individuals whose picks are tougher to decipher. In the small cap arena we have Paul Sonkin who is profiled in Bruce Greenwald’s book and Aaron Edelheit. Moving on to a [...]
I bought Burlington Northern Santa Fe (BNI) when Warren Buffett was buying its stock hands over fist in the low 80’s and high 70’s. The stock soon railed its way to $110 as the price of crude climbed.The high price of crude made it cheaper for companies to send long distance shipments via rail. The [...]
The
2008 semi-annual report has been released by Fairholme. There is no better way to describe the champion fund than by their tagline “ignore the crowd”. As Wall St. drove oil stocks to sky high prices, Fairholme decides to invest in beaten up stocks in beaten up sectors such as pharma and housing.
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Instead of posting the week’s top value investing news, this week I plan to switch it up a bit. I will be posting my favorite post of the week. This week, my favorite news had to be
Bruce Berkowitz on Consuelo Mack’s Wealthtrack.
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I guess I was not the only one looking at them.
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The Garcia Value Fund underperformed the S&P 500 by less than 1%. Again, these numbers mean nothing as the fund is still relatively new. I will start paying attention once the fund is 3-5 years old.
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