Posted by Davy Bui on August 19th, 2008 in Gurus, Pro's Picks

In their 13F-HR filing for Q2 2008, Bruce Berkowitz and his cohorts at the Fairholme Fund continue their shift from energy into healthcare:

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Posted by Davy Bui on August 14th, 2008 in Gurus, Pro's Picks

Professional money managers have filed their 13F filings for Q2 2008. I will examine them over the weekend and publish my comments next week but submit the spreadsheet links below for readers.
Also, if you have a strong case for other managers I should include, send me an email or post in the comments below. [...]

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Posted by Davy Bui on June 25th, 2008 in Gurus, Investment Strategies

A couple of interesting Bloomberg links for readers this morning.
First, the recommended Open Exchange program (weekday mornings 8am PST) interviewed one of my favorite money managers, Mohnish Pabrai. I caught most of the program but missed the beginning. I will probably go back and listen to it today as I am curious if [...]

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Posted by Davy Bui on May 16th, 2008 in Gurus

Bruce Berkowitz and his team at Fairholme have been keeping busy with several new additions. Quick thoughts:

I am not sure if my scripts are handling the options correctly but since the options have the same CUSPID as the underlying stock, it is hard to tell which options the manager(s) are holding. Berkowitz has [...]

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Posted by Davy Bui on April 10th, 2008 in Book Reviews, Investment Strategies

AUTHOR: Mohnish Pabrai
RATING: 8.5 of 10
REVIEW by Davy Bui 06/15/2007
Select Highlights

Very good look at risk as permanent capital loss in the context of time opportunity cost, which I haven’t seen in other books
Organic use of “latticework” models to view investing from different perspectives, including even mythology as a way to illustrate investing concepts
[...]

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