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Interview with Goodhaven (Former Fairholme) Managers Pitkowsky and Trauner

CanadianValue

CanadianValue

210 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 (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

About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 4.8/5 (11 votes)

Comments

farnamstreet
Farnamstreet - 1 year ago
Great interview-- thanks for sharing.

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