Interview with Goodhaven (Former Fairholme) Managers Pitkowsky and Trauner

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Aug 14, 2012
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, Financial)


- Google (GOOG, Financial)


- Microsoft (MSFT, Financial)


- Berkshire (BRK.A, Financial)


- Alleghany (Y, Financial)


- White Mountains (WTM, Financial)


- Spectrum Brands (SPB, Financial)


- Walter Investment Management (WAC, Financial)


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