<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>The Enlightened American &#187; Pro&#8217;s Picks</title>
	<atom:link href="http://enlightened-american.com/category/general-invest/pros-picks/feed" rel="self" type="application/rss+xml" />
	<link>http://enlightened-american.com</link>
	<description>One person's quest to make sense of a senseless American economy and society.</description>
	<lastBuildDate>Mon, 02 Apr 2012 21:14:22 +0000</lastBuildDate>
	<language>en</language>
	<sy:updatePeriod>hourly</sy:updatePeriod>
	<sy:updateFrequency>1</sy:updateFrequency>
	<generator>http://wordpress.org/?v=3.0</generator>
		<item>
		<title>2011 Q4 Hedge Fund Holdings</title>
		<link>http://enlightened-american.com/2012/02/15/2011-q4-hedge-fund-holdings</link>
		<comments>http://enlightened-american.com/2012/02/15/2011-q4-hedge-fund-holdings#comments</comments>
		<pubDate>Wed, 15 Feb 2012 15:48:48 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=935</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 Q4 2011 13F Holdings [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2012/02/15/2011-q4-hedge-fund-holdings/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Tracking Hedge Fund Activists Ackman, Icahn, Starboard And ValueAct</title>
		<link>http://enlightened-american.com/2011/11/30/tracking-hedge-fund-activists-ackman-icahn-starboard-and-valueact</link>
		<comments>http://enlightened-american.com/2011/11/30/tracking-hedge-fund-activists-ackman-icahn-starboard-and-valueact#comments</comments>
		<pubDate>Wed, 30 Nov 2011 22:31:31 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[General Investment]]></category>
		<category><![CDATA[Pro's Picks]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=910</guid>
		<description><![CDATA[With the turbulence in Europe and questions of US economic growth, markets seem particularly susceptible to headline risk, subjecting investors to massive volatility and major political risk. One of the appeals of activist investing is the possibility of a situation-specific catalyst, which allows results to de-couple from the broader market. Of course, activist investing requires [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/11/30/tracking-hedge-fund-activists-ackman-icahn-starboard-and-valueact/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Tracking Activist Hedge Funds</title>
		<link>http://enlightened-american.com/2011/11/29/tracking-activist-hedge-funds</link>
		<comments>http://enlightened-american.com/2011/11/29/tracking-activist-hedge-funds#comments</comments>
		<pubDate>Tue, 29 Nov 2011 21:56:12 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[General Investment]]></category>
		<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[bill ackman]]></category>
		<category><![CDATA[carl icahn]]></category>
		<category><![CDATA[pershing square]]></category>
		<category><![CDATA[starboard]]></category>
		<category><![CDATA[ValueAct]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=906</guid>
		<description><![CDATA[Got spreadsheets up for some noted activist investors. Keep eyes peeled on Seeking Alpha for more analysis. Pershing Square (Bill Ackman) Q3 2011 13F Holdings Spreadsheet Carl Icahn Q3 2011 13F Holdings Spreadsheet ValueAct Q3 2011 13F Holdings Spreadsheet Starboard Value Q3 2011 13F Holdings Spreadsheet]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/11/29/tracking-activist-hedge-funds/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Q3 2011 Hedge Fund Holdings</title>
		<link>http://enlightened-american.com/2011/11/14/q3-hedge-fund-holdings</link>
		<comments>http://enlightened-american.com/2011/11/14/q3-hedge-fund-holdings#comments</comments>
		<pubDate>Mon, 14 Nov 2011 22:15:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[General Investment]]></category>
		<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct Capital]]></category>
		<category><![CDATA[ValueAct Small Cap]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=895</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 Q3 2011 13F Holdings [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/11/14/q3-hedge-fund-holdings/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Tracking David Einhorn&#8217;s Q2 Portfolio Moves</title>
		<link>http://enlightened-american.com/2011/08/16/tracking-david-einhorns-q2-portfolio-moves</link>
		<comments>http://enlightened-american.com/2011/08/16/tracking-david-einhorns-q2-portfolio-moves#comments</comments>
		<pubDate>Tue, 16 Aug 2011 17:45:33 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[Greenlight Capital]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=861</guid>
		<description><![CDATA[David Einhorn, famed money manager and regular at the World Series of Poker, runs Greenlight Capital. Having made his name in the midst of the 2008 crisis by publicly denouncing the troubled financial firms before the full scope of the systemic crisis was known. Recently, Einhorn has been in the news, squaring off against Bruce [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/08/16/tracking-david-einhorns-q2-portfolio-moves/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Berkowitz Goes All-In On Financials</title>
		<link>http://enlightened-american.com/2011/08/16/berkowitz-goes-all-in-on-financials</link>
		<comments>http://enlightened-american.com/2011/08/16/berkowitz-goes-all-in-on-financials#comments</comments>
		<pubDate>Tue, 16 Aug 2011 17:44:10 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[fairholme fund]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=859</guid>
		<description><![CDATA[Bruce Berkowitz has been a man in the news lately, but for all the wrong reasons. Named Morningstar&#8217;s U.S. Stock Manager of the Decade, Berkowitz&#8217;s Fairholme Group has delivered outsized returns for investors for some time, but in recent months Fairholme has struggled due to big bets on financial firms like American International Group (AIG), [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/08/16/berkowitz-goes-all-in-on-financials/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Klarman&#8217;s Baupost Buys MSFT, BP, IDIX, CPF</title>
		<link>http://enlightened-american.com/2011/08/12/klarmans-baupost-buys-msft-bp-idix-cpf</link>
		<comments>http://enlightened-american.com/2011/08/12/klarmans-baupost-buys-msft-bp-idix-cpf#comments</comments>
		<pubDate>Fri, 12 Aug 2011 23:55:59 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[BP]]></category>
		<category><![CDATA[CPF]]></category>
		<category><![CDATA[IDIX]]></category>
		<category><![CDATA[MSFT]]></category>
		<category><![CDATA[Seth Klarman]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=846</guid>
		<description><![CDATA[Interesting to see Seth Klarman opening big positions in mega-cap stocks, Microsoft (MSFT) and BP (BP). As you can see from the spreadsheet, MSFT and BP now comprise 2 of Baupost&#8217;s top 5 holdings reported in the 13F-HR. Keep in mind, he bought these stocks before the big sell-off this month. View my quick valuations [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/08/12/klarmans-baupost-buys-msft-bp-idix-cpf/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Hedge Fund Holdings For Q2 2011</title>
		<link>http://enlightened-american.com/2011/08/12/hedge-fund-holdings-for-q2-2011</link>
		<comments>http://enlightened-american.com/2011/08/12/hedge-fund-holdings-for-q2-2011#comments</comments>
		<pubDate>Fri, 12 Aug 2011 23:43:50 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct Capital]]></category>
		<category><![CDATA[ValueAct Small Cap]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=844</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 2011 13F Holdings [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/08/12/hedge-fund-holdings-for-q2-2011/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Stock Screen: Cherry-Picking Hedge Fund Q1 Buys</title>
		<link>http://enlightened-american.com/2011/05/26/stock-screen-cherry-picking-hedge-fund-q1-buys</link>
		<comments>http://enlightened-american.com/2011/05/26/stock-screen-cherry-picking-hedge-fund-q1-buys#comments</comments>
		<pubDate>Thu, 26 May 2011 20:28:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[stock screen]]></category>
		<category><![CDATA[ANV]]></category>
		<category><![CDATA[BBY]]></category>
		<category><![CDATA[CVS]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[NSC]]></category>
		<category><![CDATA[RKT]]></category>
		<category><![CDATA[Seth Klarman]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=806</guid>
		<description><![CDATA[My stock-screening process usually involves picking a quantitative criteria set and running it against the major exchange-listed stock universe to generate a list of prospective stocks. But seeing as I just finished a review of hedge fund Q1 portfolio holdings, I wanted to look closer at select stocks chosen from the various hedge funds I [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/05/26/stock-screen-cherry-picking-hedge-fund-q1-buys/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Tracking 2011 Q1 Moves by Seth Klarman and Bruce Berkowitz</title>
		<link>http://enlightened-american.com/2011/05/25/tracking-2011-q1-moves-by-seth-klarman-and-bruce-berkowitz</link>
		<comments>http://enlightened-american.com/2011/05/25/tracking-2011-q1-moves-by-seth-klarman-and-bruce-berkowitz#comments</comments>
		<pubDate>Wed, 25 May 2011 16:55:03 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[ANV]]></category>
		<category><![CDATA[AVEO]]></category>
		<category><![CDATA[AZN]]></category>
		<category><![CDATA[BAM]]></category>
		<category><![CDATA[BBEP]]></category>
		<category><![CDATA[bmy]]></category>
		<category><![CDATA[CSCO]]></category>
		<category><![CDATA[CSE]]></category>
		<category><![CDATA[GGP]]></category>
		<category><![CDATA[GSK]]></category>
		<category><![CDATA[HUM]]></category>
		<category><![CDATA[LLY]]></category>
		<category><![CDATA[PDLI]]></category>
		<category><![CDATA[REGN]]></category>
		<category><![CDATA[T]]></category>
		<category><![CDATA[TEF]]></category>
		<category><![CDATA[VZ]]></category>
		<category><![CDATA[WCG]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=802</guid>
		<description><![CDATA[Being a value investor, I always take great interest to see what long-established value gurus like Seth Klarman and Bruce Berkowitz are doing with their portfolios. While 13F-HR filings are incomplete snapshots at best as they detail no information on bonds, foreign stocks and other esoteric asset classes, some insight may still be gleaned from [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/05/25/tracking-2011-q1-moves-by-seth-klarman-and-bruce-berkowitz/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
	</channel>
</rss>

