I hope that you enjoyed part one of my chat with Larry Pitkowsky of the Fairholme Fund. In part two of our discussion, we dig deeper into the Fairholme Fund's search strategy and portfolio construction, which has several similarities to my approach in managing the Morningstar Ultimate Stock-Picker's Portfolio. We also touch on two asset-rich companies that have recently migrated onto my watch list. To listen in to part two of my talk with Larry, please click on the link below:
Knowledge grows through sharing! To be the best, learn from the best! May all your dreams come true! Collections of Value Investing articles, interviews and videos, especially on Warren Buffett and Charlie Munger and articles from various disciplines to build "Latticework of Mental Models"
Thursday, January 10, 2008
Digging Deeper into the Fairholme Fund
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