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	<title>The Enlightened American &#187; Search Results  &#187;  pabrai</title>
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	<link>http://enlightened-american.com</link>
	<description>One person's quest to make sense of a senseless American economy and society.</description>
	<lastBuildDate>Wed, 01 Sep 2010 19:23:49 +0000</lastBuildDate>
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		<title>Q2 2010 Hedge Fund 13F-HR Spreadsheets</title>
		<link>http://enlightened-american.com/2010/08/18/q2-2010-hedge-fund-13f-hr-spreadsheets</link>
		<comments>http://enlightened-american.com/2010/08/18/q2-2010-hedge-fund-13f-hr-spreadsheets#comments</comments>
		<pubDate>Wed, 18 Aug 2010 19:56:41 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Pro's Picks]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=736</guid>
		<description><![CDATA[If you have a strong case for other managers I should include, send me an email or post in the comments below. Also, keep in mind that I use a perl script to parse these filings into the spreadsheet format and some information may be misrepresented. As always, YMMV. Seth Klarman Q2 2010 13F Holdings [...]<div id='wikinvestWireDiv736'><!--Wikinvest API HTML Response-->
		<!--metadata generated='Wed, 08 Sep 2010 17:51:58 -0700'-->
		
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								(market folly, 9/2/10)
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='823322' href='http://www.marketfolly.com/2010/09/hedge-fund-valinor-management-buys-more.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 808638, 823322 );' >Hedge Fund Valinor Management Buys More Gymboree (GYMB)</a>
								
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								(market folly, 9/7/10)
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='820630' href='http://richard-wilson.blogspot.com/2010/09/hedge-fund-managers-quit.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 808638, 820630 );' >Hedge Fund Managers Quit</a>
								
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								(HedgeFundBlogger.com by Richard ..., 9/2/10)
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		<title>Trading Range Leads To Stockpicker&#8217;s Market</title>
		<link>http://enlightened-american.com/2010/07/19/trading-range-leads-to-stockpickers-market</link>
		<comments>http://enlightened-american.com/2010/07/19/trading-range-leads-to-stockpickers-market#comments</comments>
		<pubDate>Mon, 19 Jul 2010 23:51:42 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[IBM]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=724</guid>
		<description><![CDATA[The market&#8217;s refusal to set on a clear course in either direction demonstrates the level of uncertainty now confronting the economy and investors. Whereas many pundits had previously posited economic recovery was clearly at hand, the latest round of economic data and indicators are forcing a double-take at such a hastily drawn conclusion. Today, the [...]<div id='wikinvestWireDiv724'><!--Wikinvest API HTML Response-->
		<!--metadata generated='Wed, 08 Sep 2010 17:54:29 -0700'-->
		
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		</item>
		<item>
		<title>Q1 2010 Hedge Fund 13F-HR Spreadsheets</title>
		<link>http://enlightened-american.com/2010/05/22/q1-2010-hedge-fund-13f-hr-spreadsheets</link>
		<comments>http://enlightened-american.com/2010/05/22/q1-2010-hedge-fund-13f-hr-spreadsheets#comments</comments>
		<pubDate>Sat, 22 May 2010 17:53:11 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[13F-HR]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[hedge fund]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[John Paulson]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=702</guid>
		<description><![CDATA[I&#8217;m a bit late on breaking down this quarter&#8217;s hedge fund holdings. At times, investing and blogging are somewhat incompatible as posts take time and with the recent market action, I chose to spend that time focusing on my portfolio. If you have a strong case for other managers I should include, send me an [...]<div id='wikinvestWireDiv702'><!--Wikinvest API HTML Response-->
		<!--metadata generated='Wed, 08 Sep 2010 17:16:00 -0700'-->
		
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='616391' href='http://www.marketfolly.com/2010/03/worlds-largest-hedge-funds.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 667920, 616391 );' >World&#039;s Largest Hedge Funds</a>
								
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								(market folly, 3/9/10)
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='817791' href='http://www.marketfolly.com/2010/09/paolo-pellegrini-psqr-capitals-last.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 667920, 817791 );' >Paolo Pellegrini &amp; PSQR Capital&#039;s Last Insight Before Returning Capital</a>
								
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								(market folly, 9/2/10)
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								(Investment U, 7/29/10)
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		<item>
		<title>2009 Q4 Moves &#8211; Mohnish Pabrai and David Winters</title>
		<link>http://enlightened-american.com/2010/02/15/2009-q4-moves-mohnish-pabrai-and-david-winters</link>
		<comments>http://enlightened-american.com/2010/02/15/2009-q4-moves-mohnish-pabrai-and-david-winters#comments</comments>
		<pubDate>Tue, 16 Feb 2010 07:22:42 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[bmy]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[CSE]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[FFH]]></category>
		<category><![CDATA[LUK]]></category>
		<category><![CDATA[MCD]]></category>
		<category><![CDATA[MJN]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[PM]]></category>
		<category><![CDATA[TX]]></category>
		<category><![CDATA[Wintergreen Fund]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=629</guid>
		<description><![CDATA[You can view the latest portfolio moves in spreadsheet format of Mohnish Pabrai, renown value investor. Despite his shift toward a less concentrated portfolio, Pabrai&#8217;s portfolio is still rather focused compared to the average money manager. Only one new position, CapitalSource (CSE), which should be familiar to regular readers of this blog as Seth Klarman&#8217;s [...]<div id='wikinvestWireDiv629'><!--Wikinvest API HTML Response-->
		<!--metadata generated='Wed, 08 Sep 2010 16:56:45 -0700'-->
		
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								(Contrarian Profits, 12/17/09)
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		<!--/Wikinvest API HTML Response--></div>]]></description>
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		<item>
		<title>Q4 2009 13F-HR Hedge Fund Portfolio Holdings</title>
		<link>http://enlightened-american.com/2010/02/12/q4-2009-13f-hr-hedge-fund-portfolio-holdings</link>
		<comments>http://enlightened-american.com/2010/02/12/q4-2009-13f-hr-hedge-fund-portfolio-holdings#comments</comments>
		<pubDate>Sat, 13 Feb 2010 01:06:06 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[13F-HR]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[hedge fund]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[John Paulson]]></category>
		<category><![CDATA[martin whitman]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[robert rodriguez]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct Capital]]></category>
		<category><![CDATA[ValueAct Smallcap]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=622</guid>
		<description><![CDATA[Hedge fund managers are filing their Q4 2009 13F-HR forms over the next few days. I&#8217;ve posted some of their holding spreadsheets below and will add links as reports come in. If you have a strong case for other managers I should include, send me an email or post in the comments below. Also, keep [...]<div id='wikinvestWireDiv622'><!--Wikinvest API HTML Response-->
		<!--metadata generated='Wed, 08 Sep 2010 17:40:52 -0700'-->
		
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='817791' href='http://www.marketfolly.com/2010/09/paolo-pellegrini-psqr-capitals-last.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 602528, 817791 );' >Paolo Pellegrini &amp; PSQR Capital&#039;s Last Insight Before Returning Capital</a>
								
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								(market folly, 9/2/10)
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								(HedgeFundBlogger.com by Richard ..., 9/2/10)
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								(market folly, 8/5/10)
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		</item>
		<item>
		<title>The Unsung Guru</title>
		<link>http://enlightened-american.com/2009/12/04/the-unsung-guru</link>
		<comments>http://enlightened-american.com/2009/12/04/the-unsung-guru#comments</comments>
		<pubDate>Fri, 04 Dec 2009 18:50:17 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Worth Reading (links to articles, etc.)]]></category>
		<category><![CDATA[robert rodriguez]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=553</guid>
		<description><![CDATA[While many value investing sites sing platitudes about the usual suspects &#8212; Buffett, Munger, Klarman, Berkowitz, Lampert, Pabrai, et al &#8212; one name seems to slip under the radar: Robert Rodriguez of First Pacific Advisors. Of all my 13F filing breakdowns, Rodriguez&#8217;s is one of the least viewed. For what reason, who can say? It [...]<div id='wikinvestWireDiv553'><!--Wikinvest API HTML Response-->
		<!--metadata generated='Wed, 08 Sep 2010 17:16:07 -0700'-->
		
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='527189' href='http://stockweb.blogspot.com/2009/11/warren-buffett-investment-strategy.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 536785, 527189 );' >Warren Buffett investment strategy</a>
								
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								(Emerging Index, 11/15/09)
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='661454' href='http://www.investmentu.com/2009/November/warren-buffett-housing-recovery-signal.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 536785, 661454 );' >Is Warren Buffett Signaling a Housing Recovery?</a>
								
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								(Investment U, 11/5/09)
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='562862' href='http://www.dividendgrowthinvestor.com/2010/01/buffett-dividend-investor.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 536785, 562862 );' >Buffett the dividend investor</a>
								
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								(Dividend Growth Investor, 1/13/10)
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		<item>
		<title>2009 Q3 Moves of Bruce Berkowitz, Mohnish Pabrai and Robert Rodriguez</title>
		<link>http://enlightened-american.com/2009/11/17/2009-q3-moves-of-bruce-berkowitz-mohnish-pabrai-and-robert-rodriguez</link>
		<comments>http://enlightened-american.com/2009/11/17/2009-q3-moves-of-bruce-berkowitz-mohnish-pabrai-and-robert-rodriguez#comments</comments>
		<pubDate>Wed, 18 Nov 2009 04:52:28 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Gurus]]></category>
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		<guid isPermaLink="false">http://enlightened-american.com/?p=546</guid>
		<description><![CDATA[Unlike some of the managers I reviewed yesterday, Bruce Berkowitz and his cohorts at the Fairholme Capital have been buying. A scan of their Q3 2009 holdings spreadsheet suggests they favor healthcare companies and Berkshire Hathaway (BRK-A, BRK-B). Fairholme opened two new positions, both in the healthcare industry: Wyeth (WYE) and Cardinal Health (CAH). However, [...]<div id='wikinvestWireDiv546'><!--Wikinvest API HTML Response-->
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='431175' href='http://www.dividendgrowthinvestor.com/2009/08/berkshire-hathaways-portfolio-changes.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 528542, 431175 );' >Berkshire Hathaway’s portfolio changes for 2Q 2009</a>
								
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								(Dividend Growth Investor, 8/15/09)
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='440125' href='http://www.contrarianprofits.com/articles/berkshire%E2%80%99s-back-so-what%E2%80%99s-warren-buffett-buying-now/20006'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 528542, 440125 );' >Berkshire’s Back, So What’s Warren Buffett Buying Now?</a>
								
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								(Contrarian Profits, 8/19/09)
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='448997' href='http://www.contrarianprofits.com/articles/how-to-unearth-explosive-small-cap-healthcare-stocks/20214'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 528542, 448997 );' >How to Unearth Explosive Small-Cap HealthCare Stocks</a>
								
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								(Contrarian Profits, 8/28/09)
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		<title>Q3 2009 13F-HR Hedge Fund Portfolio Holdings</title>
		<link>http://enlightened-american.com/2009/11/13/q3-2009-13f-hr-hedge-fund-portfolio-holdings</link>
		<comments>http://enlightened-american.com/2009/11/13/q3-2009-13f-hr-hedge-fund-portfolio-holdings#comments</comments>
		<pubDate>Sat, 14 Nov 2009 00:04:29 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Gurus]]></category>
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		<category><![CDATA[ValueAct Smallcap]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=532</guid>
		<description><![CDATA[Meryl Witmer is back as it appears Eagle Value Partners is building its stock portfolio. If you have a strong case for other managers I should include, send me an email or post in the comments below. Also, keep in mind that I use a perl script to parse these filings into the spreadsheet format [...]<div id='wikinvestWireDiv532'><!--Wikinvest API HTML Response-->
		<!--metadata generated='Wed, 08 Sep 2010 17:40:53 -0700'-->
		
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='494200' href='http://www.marketfolly.com/2009/09/hedge-fund-news-summary-september.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 526445, 494200 );' >Hedge Fund News Summary: September Edition</a>
								
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								(market folly, 9/28/09)
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='486517' href='http://www.marketfolly.com/2009/09/hedge-fund-de-shaw-cos-market-insight.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 526445, 486517 );' >Hedge Fund D.E. Shaw &amp; Co&#039;s Market Insight: The Basis Monster That Ate Wall Street</a>
								
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								(market folly, 9/24/09)
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								<a target='_blank' class='wikinvestWireItemLink' wikinvestWirePageId='499396' href='http://www.distressed-debt-investing.com/2009/10/new-layout-at-how-to-get-hedge-fund-job.html'  onclick='Wikinvest.Wire.BloggerTracker.trackUrlClick( 526445, 499396 );' >New Layout at How to Get a Hedge Fund Job</a>
								
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								(Distressed Debt Investing, 10/3/09)
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		<title>Portfolio +23.7% Through August 2009</title>
		<link>http://enlightened-american.com/2009/09/01/portfolio-237-through-august-2009</link>
		<comments>http://enlightened-american.com/2009/09/01/portfolio-237-through-august-2009#comments</comments>
		<pubDate>Tue, 01 Sep 2009 23:35:58 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
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		<guid isPermaLink="false">http://enlightened-american.com/?p=399</guid>
		<description><![CDATA[View the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. through August 31, 2009. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +23.7% YTD (my actual IRR, which lags the equal-weighted returns) DJIA: +8.2% Nasdaq: +27.4% S&#38;P 500: +13.0% DJ WIlshire 5000: +15.4% Russell 2000 (smallcap): +14.5% [...]<div id='wikinvestWireDiv399'><!--Wikinvest API HTML Response-->
		<!--metadata generated='Wed, 08 Sep 2010 18:05:56 -0700'-->
		
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		<title>Q2 2009 Portfolio Holdings for Bruce Berkowitz, Mohnish Pabrai, and Bob Rodriguez</title>
		<link>http://enlightened-american.com/2009/08/18/q2-2009-portfolio-holdings-for-bruce-berkowitz-mohnish-pabrai-and-bob-rodriguez</link>
		<comments>http://enlightened-american.com/2009/08/18/q2-2009-portfolio-holdings-for-bruce-berkowitz-mohnish-pabrai-and-bob-rodriguez#comments</comments>
		<pubDate>Tue, 18 Aug 2009 18:15:53 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
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		<guid isPermaLink="false">http://enlightened-american.com/?p=394</guid>
		<description><![CDATA[The Fairholme Fund have bounced back nicely in 2009, showing a 30% gain for the year. Quick summary follows but you can view Berkowitz&#8217;s portfolio moves in this spreadsheet. Their new positions seem to indicate that Berkowitz has changed his mind regarding some lukewarm comments about Berkshire Hathaway&#8217;s low growth potential a while back. He [...]<div id='wikinvestWireDiv394'><!--Wikinvest API HTML Response-->
		<!--metadata generated='Wed, 08 Sep 2010 17:16:02 -0700'-->
		
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