merkhet Posted August 20, 2014 Share Posted August 20, 2014 Looks like my e-mails to them worked. Francis Chou is now being followed by dataroma. http://www.dataroma.com/m/holdings.php?m=ca Link to comment Share on other sites More sharing options...
fareastwarriors Posted April 3, 2015 Share Posted April 3, 2015 Deep value picks from Francis Chou Chou posts double digit gains but still has a lot sitting in cash http://www.moneysense.ca/invest/stocks/deep-value-stocks-from-francis-chou Link to comment Share on other sites More sharing options...
petey2720 Posted May 7, 2015 Share Posted May 7, 2015 His most recent letter is worth a read: http://choufunds.com/pdf/2015%20AR%20NEW.pdf Link to comment Share on other sites More sharing options...
OracleofCarolina Posted August 19, 2015 Share Posted August 19, 2015 Chou opportunites Top 10 June 30,2015 Top 10 Holdings percentage of assets Union Bank Instl. Tr. Depo 42.26% Resolute Forest Products Inc. 18.32% Sears Holdings Corp. 10.21% General Motors Co. warrants 6.17% Chicago Bridge and Iron 5.22% JPMorgan Chase warrants 4.08% Bank of America warrants 2.56% Ascent Media Corp. 2.18% Sears Hometown & Outlet Stores Inc. 2.06% Wells Fargo Warrants 1.91% Link to comment Share on other sites More sharing options...
valueinvesting101 Posted August 19, 2015 Share Posted August 19, 2015 What is his largest holding exactly? I tried to search it but could not find it. Link to comment Share on other sites More sharing options...
wisdom Posted August 19, 2015 Share Posted August 19, 2015 cash Link to comment Share on other sites More sharing options...
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