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Trauner/Pitkowsky Don't Share Berkowitz's Love for Financials


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I hadn't seen what they were up to until I quickly reviewed their first report for their new fund:




Doesn't anyone have any detail on why they left Fairholme ?  I wonder if the big move into the financial sector was a point of contention ?


Personally I would love to have the ability to pick up BAC today and know 4 years from now it could be operating profitably.  But how do you get your head around a balance sheet like that ?

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