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Stock Options
When Bruce Berkowitz talk about investing I always listed and appreciate his insights.  Below is his thesis on Fannie Mae and Freddie Mac, as discussed with David Faber in a CNBC interview.  The Fannie Mae preferred stock should be an incredible investment but of course there is tremendous uncertainty with government involvement.  I see no...
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This was a fascinating article on the career and life of Jorge Paulo Lemann.  Lemann is one of the most impressive businessmen that I’ve learned about and Warren Buffett’s immense confidence in him is quite a statement. http://www.businessweek.com/articles/2013-08-29/the-brazilian-billionaire-who-controls-your-beer-your-condiments-and-your-whopper#r=rss INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Today we had our Monday Morning Investment Meeting, and as a firm we are amazed at the valuations that we are finding.  Below you’ll find a sampling of some of our largest positions moving into 2012.  Never before has it been so easy to find profitable companies, where earnings are likely to grow, at a...
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