Latticework Investor

Value Investing

Bruce Berkowitz

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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.

Written by latticework01

May 6, 2010 at 9:46 am

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