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
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