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Bruce Berkowitz
As usual Bruce Berkowitz and Fairholme Funds do an excellent job outlining the investment thesis for AIG which is probably our number one idea right now at TTCM.  Very few fund managers are as comfortable going against the grain as Berkowitz is, and I really admire that quality in addition to his phenomenal analysis. http://www.fairholmefunds.com/pdf/CaseStudyII.pdf...
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Jamie Dimon the CEO of JP Morgan Chase came out with his shareholder letter today.  I always enjoy reading it as Dimon is honest, insightful, and outspoken.  He touches on a variety of subjects but I found most interesting his belief in buying his stock, and his rationale for doing so which I completely agree...
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I’ve been and will continue to be a huge fan of Bruce Berkowitz.  I find his investment style to be most similar to that employed at T&T Capital Management.  Berkowitz pores over financial statements to assess intrinsic value and he isn’t afraid to stick to his guns through adverse market conditions, as seen by the...
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As most of you know I’m a huge fan of Bruce Berkowitz of Fairholme funds, and we have a lot of similar positions in our TTCM portfolios.  Last year was a horrible year for many value investors, and the main takeaway is how quickly somebody can be torn down in the investment management industry.  What...
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Fortune has a great article on Eddie Lambert, who happens to be the best performing Hedge Fund thus far in 2012 after a rough 2011.  While three months performance doesn’t make him a genius, one bad year doesn’t make him incompetent either. The only way to assess a money manager is through understanding the investment...
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With 2011 coming to a close I think it is very important to lay out our views going into 2012, and how that will affect our investment strategies.  2011 was a very difficult year that saw some of the most successful investors Warren Buffett, Bill Gross, Bruce Berkowitz, John Paulson, Martin Whitman, among many others...
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