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Interview with Goodhaven (Former Fairholme) Managers Pitkowsky and Trauner
Posted by: CanadianValue (IP Logged)
Date: August 14, 2012 04:05PM

Linked below is a very good interview with the managers of the Goodhaven Fund.

The interview discusses their favorite investment ideas which include:

- Jefferies (JEF)

- Google (GOOG)

- Microsoft (MSFT)

- Berkshire (BRK.A)

- Alleghany (Y)

- White Mountains (WTM)

- Spectrum Brands (SPB)

- Walter Investment Management (WAC)

Here is the link to the interview: http://www.goodhavenfunds.com/media/pdfs/20120810_Welling.pdf


Stocks Discussed: JEF, GOOG, MSFT, BRK.A, Y, WTM, SPB, WAC,
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Rating: 4.8/5 (11 votes)



Re Interview with Goodhaven Former Fairholme Managers Pitkowsky and Trauner
Posted by: farnamstreet (IP Logged)
Date: August 18, 2012 12:16PM

Great interview-- thanks for sharing.


Stocks Discussed: JEF, GOOG, MSFT, BRK.A, Y, WTM, SPB, WAC,
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Rating: 0.0/5 (0 votes)





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