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Interview with Goodhaven (Former Fairholme) Managers Pitkowsky and Trauner

CanadianValue

CanadianValue

212 followers
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 (NASDAQ:GOOG)

- Microsoft (NASDAQ:MSFT)

- Berkshire (NYSE:BRK.A)

- Alleghany (NYSE:Y)

- White Mountains (NYSE:WTM)

- Spectrum Brands (NYSE:SPB)

- Walter Investment Management (NYSE:WAC)

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

About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 4.8/5 (11 votes)

Comments

Jacob L. Taylor
Jacob L. Taylor - 2 years ago
Great interview-- thanks for sharing.

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