Latticework Investor

Value Investing

Bruce Berkowitz

leave a comment »

Notes from the Value Investing Congress Twitter feed.

Bruce Berkowitz

  • Everyone needs a Charlie – important concept (Munger)
  • Wells Fargo was supposed to be down and out in the early 90’s. T-shirt: Buffett busters because they were short Wells Fargo
  • Gigantic stake in Goldman Sachs.
  • When things go bad, everything gets correlated. Only perfect hedge is in a Japanese garden.
  • On AIG: GAO has terrific reports on the company.
  • On GGP: I’m not raising my bid. I’m done. You can quote me on that.
Advertisements

Written by latticework01

May 6, 2010 at 9:46 am

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: