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BargainValueHunter

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Everything posted by BargainValueHunter

  1. Uh oh... http://www.miamiherald.com/news/local/community/miami-dade/midtown/article2684594.html Maybe Berkowitz should spend more time figuring out how he is going to somehow get above water in Sears Holdings.
  2. Republicans and Democrats (though neither have IPO'd yet) ;)
  3. If you can, try to find the interview Stephanie Ruhle did with Tepper earlier this year (I think it was February). She seemed drunk or something and she was so fan-girly with him that it looked like she was dangerously close to sexually assaulting the guy. For his part he seemed patient but a little bit freaked out by her behavior. I didn't see her on air for many months after that interview.
  4. Anyone following his hedge fund? http://www.cnbc.com/id/101341966
  5. "Fairholme Bubble"? I don't know if "Megamind of Miami" is appropriate anymore as a nickname for this guy.
  6. http://www.valuewalk.com/2014/09/bruce-berkowitz-talks-fannie-freddie-aig-bac/ Excerpt quote from Berkowitz:
  7. Old thread but perfect title to post this new Berkowitz interview announcement. No need for 100 "Bruce Berkowitz Interview" threads... http://wealthtrack.com/promo_01/this-weekend-powerful-financials/
  8. http://www.benzinga.com/analyst-ratings/analyst-color/14/08/4770528/deutsche-bank-an-activist-investor-may-perhaps-show-inte
  9. ...along with a trend (five years) of 10%+ earnings growth. I've noticed FIATY fits this bill but I'd like to find some others. Thanks.
  10. http://www.bloomberg.com/news/2014-08-01/fairfax-ceo-watsa-probed-by-regulator-in-trading-review.html
  11. After nearly becoming a 250 bagger, Pier 1 has (once again) fallen on hard times. But the future still looks bright: http://online.barrons.com/news/articles/SB50001424053111903927604579628681917588934?mod=BOL_twm_fs
  12. New interview with Bruce Berkowitz: The 2014 Manager of the Year http://www.institutionalinvestor.com/Article/3350989/Asset-Management-Equities/Inside-the-Mind-of-Fairholme-Capitals-Bruce-Berkowitz.html#.U5nHL1P42uI
  13. Excellent discussion on the FNMA/FMCC litigation that makes it seem as if Berkowitz may lose this one... http://media.bloomberg.com/bb/avfile/Politics/Law/v9l4rApHubQE.mp3
  14. Watsa goes big in Greece. http://business.financialpost.com/2014/04/15/fairfax-eurobank-investment-greece/
  15. http://www.bizjournals.com/southflorida/news/2014/04/14/investment-fund-star-berkowitz-fairholme-seeks-to.html
  16. http://www.ritholtz.com/blog/2014/04/have-gses-fully-repaid-the-treasury/ Have GSEs Fully Repaid the Treasury? http://www.frbatlanta.org/assets/images/cenfis/pubscf/nftv_140324.jpg
  17. http://www.gurufocus.com/news/253216/bruce-berkowitz-leads-returns-for-first-quarter-with-bet-on-fannie-mae-freddie-mac
  18. From earlier today... http://www.bloomberg.com/video/berkowitz-no-debate-fannie-freddie-are-private-0c5lhxPuRXesmYu1yVr3mA.html
  19. http://www.nasdaq.com/article/bruce-berkowitzs-only-new-stock-a-miner-cm329336
  20. http://www.bloomberg.com/news/2014-02-03/argentina-bust-lures-bass-led-investors-in-200-years-of-defaults.html
  21. Bloomberg's take is a fun read: http://www.bloomberg.com/news/2014-01-21/buffett-makes-millions-selling-500-to-1-monkey-linked-derivatives.html
  22. Checking in on the Fairholme Partnership one year on... http://www.cnbc.com/id/101341966
  23. Citigroup. I can't see how big C could have a bad 2014.
  24. Really good Bass interview: http://www.marketfolly.com/2013/12/steven-drobnys-new-house-of-money.html
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