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GuruFocus Updates (Free subscription) | 11/24/2009
By guruek. (GuruFocus, November 24, 2009) In an interview earlier this month with PBS Paul Kangas, Bruce Berkowitz discussed his strategy of focusing on cash, ignoring the crowd, focusing on the best ideas. They also talked about Berkowitz's best ideas such as Berkshire Hathaway and health care stocks such as Humana and Well Point, and why he holds so much cash. Read more »...
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The Enlightened American (Free subscription) | 11/18/2009
Unlike some of the managers I reviewed yesterday, Bruce Berkowitz and his cohorts at the Fairholme Capital have been buying. A scan of their Q3 2009 holdings spreadsheet suggests they favor healthcare companies and Berkshire Hathaway (BRK-A, BRK-B). Fairholme opened two new positions, both in the healthcare industry: Wyeth (WYE) and Cardinal Health (CAH). However, Berkowitz [...]...
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GuruFocus Updates (Free subscription) | 11/16/2009
By guruek. (GuruFocus, November 16, 2009) Rather than providing an introduction to Bruce Berkowitz's latest thinking, why don't we let you watch the following video with Bruce Berkowitz recently appeared on Consuelo Mack WealthTrack. Read more » »
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GuruFocus Updates (Free subscription) | 11/04/2009
(GuruFocus, November 3, 2009) Today's big story is Berkshire Hathaway's proposed acquisition of Burlington Northern Santa Fe (). The media has been who are eager to give their opinions. One of the people who happened to be interviewed by media is Bruce Berkowitz. He appeared tonight on PBS with Paul Kangas in Nightly Business News. As Berkowitz to be on the program tonight at the...
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The Street (Free subscription) | 11/17/2009
You can use Bruce Berkowitz's buys as a guide to cheap, solid stock picks.
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The Street (Free subscription) | 11/17/2009
AmeriCredit shares -- up more than 300% in the past year -- could see some weakness following the resignation of Bruce Berkowitz from its board.
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GuruFocus Updates (Free subscription) | 11/14/2009
Bruce Berkowitz has more than 40% of his portfolio into healthcare, and he bought more. He thinks that Warren Buffett will put more cash at work during the recession, and he bought more Berkshire. This is the Q3 portfolio update of Fairholme. Read more » »
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Seattle Times (Free subscription) | 10/31/2009
Bruce Berkowitz, the man behind the hugely successful Fairholme Fund, has filed paperwork to start a bond fund. The question is whether investors want to hop on board.