Money and Finance
Showdown in the Sunshine State - By Megan McArdle
Found via Simoleon Sense.
TWO OF WALL STREET'S SAVVIEST VALUE INVESTORS, BRUCE BERKOWITZ AND DAVID EINHORN, PRIDE THEMSELVES ON THEIR RIGOROUS ANALYSIS. NOW THEY'RE LOCKED IN A SCORCHED-EARTH DISPUTE OVER THE VALUE OF SOME FLORIDA REAL ESTATE. HOW COULD THEY LOOK AT THE SAME FACTS AND REACH SUCH WILDLY DIFFERENT CONCLUSIONS, AND WHAT DOES THAT SAY ABOUT THE “VALUE” OF VALUE INVESTING?
-
Bruce Berkowitz Csima 2013 (audio)
Found via the Corner of Berkshire & Fairfax. Link to: Bruce Berkowitz CSIMA 2013 Audio .................. Related video: One-On-One With Bruce Berkowitz
...
-
Far From Wall Street And Silicon Valley, A Focus On Family Ties
When the hedge fund manager David Einhorn was just another investment analyst in the mid-1990s, his family gave him $500,000 to get his fund, Greenlight Capital, off the ground. Now that he is a billionaire after a career of doing battle with large corporations,...
-
Video: 'not A Lot New' On St. Joe Probe, Berkowitz Says
Thanks to Matt for passing this along. July 5 (Bloomberg) -- Bruce Berkowitz, founder of Fairholme Capital Management LLC and chairman of St. Joe Co., discusses the U.S. Securities and Exchange Commission's formal investigation of him and St. Joe....
-
Bloomberg Video: Berkowitz Says Time For Aig To `rebuild,' Bets On Asia
Bruce Berkowitz, head of the Fairholme Fund, discusses the fund's holdings in American International Group Inc., and the U.S. Treasury's sale of its AIG shares. Berkowitz, speaking during an interview at the Tiger 21 conference in Palm Beach,...
-
David Einhorn Quote
Great quote from David Einhorn in the Charlie Rose interview linked to in the previous post:CHARLIE ROSE: What is it you like about what you do, because you didn’t set out to do this? DAVID EINHORN: No. What I like is solving the puzzles. I think that...
Money and Finance