Goodhaven: Cautiously Beating the Market

[indythinker85]

Hope no one posted this yet http://online.barrons.com/article/SB50001424052748704719204579028780336139794.html?mod=BOL_twm_da#articleTabs_article%3D0

[Guest hellsten]

Thanks.

 

Interesting to see the difference between them (WMT) and Berkowitz (SHLD). Maybe that's what made them leave Fairholme; all the bickering about Sears and Eddie Lampert ;D

[Matson125]

Thanks.

 

Interesting to see the difference between them (WMT) and Berkowitz (SHLD). Maybe that's what made them leave Fairholme; all the bickering about Sears and Eddie Lampert ;D

 

They own a position in Sears as well. 

[cubsfan]

Thanks.

 

Interesting to see the difference between them (WMT) and Berkowitz (SHLD). Maybe that's what made them leave Fairholme; all the bickering about Sears and Eddie Lampert ;D

 

Goodhaven owns 300,000 of SHLD, and talked about it extensively in the last report.

See page 8:

 

http://www.goodhavenfunds.com/media/pdfs/GHF-Semiannual-f.pdf

 

In fact, I saw the Keith Trauner at the last 2 SHLD meetings.

 

 

[texual]

I guess I think its funny we never mentioned GoodHaven as another reason to own SHLD. They are incredibly smart and completely in-depth investors who have worked at Fairholme. They've gone out on their own and still kept a big position in a company like SHLD. Says a lot about the investor base.

[Matson125]

I guess I think its funny we never mentioned GoodHaven as another reason to own SHLD. They are incredibly smart and completely in-depth investors who have worked at Fairholme. They've gone out on their own and still kept a big position in a company like SHLD. Says a lot about the investor base.

 

I agree.  The same can be said about Force Capital and vadim perelman at Baker Street. He left Force capital to start his own shop and continues to hold SHLD.

[fareastwarriors]

I really like these guys.  I like how to think and talk about their investments. I might have to switch some of my IRA assets to them.

[Saidal]

If someone could post or pm the article, I'd appreciate it!

[Parsad]

If someone could post or pm the article, I'd appreciate it!

 

Please don't post the article here.  It's a copyright issue.  Thanks and cheers!

 

[fareastwarriors]

If someone could post or pm the article, I'd appreciate it!

 

 

Google the name of the article and it will give you free access to the article. (or go to your local library and use their subscription of Barrons).