Guest hellsten Posted July 24, 2013 Share Posted July 24, 2013 The latest GoodHaven semi-annual report is out…GoodHaven_Fund_2013_Semi-Annual_Report.pdf Link to comment Share on other sites More sharing options...
nkp007 Posted July 25, 2013 Share Posted July 25, 2013 I really like their style and the descriptive letter. Link to comment Share on other sites More sharing options...
jay21 Posted July 25, 2013 Share Posted July 25, 2013 I really like their style and the descriptive letter. Same with me. And their 33% cash seems amazingly high for mutual fund to me. I'll continue to watch these guys and maybe invest with them. Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 25, 2013 Share Posted July 25, 2013 As of May 31, 2013, members, officers, and employees of GoodHaven Capital Management, LLC, the investment advisor to the GoodHaven Fund, owned approximately 175,189 shares of the Fund. Link to comment Share on other sites More sharing options...
Palantir Posted July 25, 2013 Share Posted July 25, 2013 Sigh, value investors sound so weak when talking about macro. These guys claimed to avoid paying attention to macro and yet couldn't help writing this. Further, we are deeply skeptical that the world’s monetary authorities can “quantitatively” ease their way to sound economic growth – not because we like economic forecasting, but because history and mathematics – two powerful bedfellows – appear to be on our side. If printing money were the answer to economic ills, poverty would not exist, hyperinflation would never have happened anywhere, and “garden variety” recessions and inflations would never be a future concern. ::) Link to comment Share on other sites More sharing options...
Guest wellmont Posted July 25, 2013 Share Posted July 25, 2013 when writing a report there are worse ones to copy then LUK. Link to comment Share on other sites More sharing options...
texual Posted July 26, 2013 Share Posted July 26, 2013 I still prefer Fairholme, no matter how much these guys took a lot of Fairholme's style to their new fund, some of the investments just don't appeal to me like HPQ and the Gold miner... but hey they'll do just fine with their long term strategy. But they'll never be as cool as Fairholme! Link to comment Share on other sites More sharing options...
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