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Category Archives: Guru watch
Learning from Charlie Munger
good learnings from Charlie Munger
learning from Seth Klarman
Here are some learnings from Seth Klarman
Fairholme Funds (FAIRX) semi-annual letter Aug 01 2018
Fairholme Funds (FAIRX) semi-annual letter Aug 01 2018
John Paulson’s Mar 2018 fund report on GSE
John Paulson’s March 2018 fund report on GSE. It seems like he is still optimistic about this investment.
Fairholme fund 2017 annual letter and report
Berkowitz: On Fannie Mae “I expect further gains from any Trump Administration-led initiative”
John Paulson’s recent take on GSE preferreds
Here is John Paulson’s recent take on GSE preferreds. I think he is right, there is still some upsides (3:1 return) in these preferreds.
FNMA preferred stocks in FAIRX
There are multiple FNMA preferred stocks in FAIRX, I need to study what are the other preferred stocks and understand whether I also need to buy other preferred stocks or not
Takeaways from Bruce Greenwald’s interview at Barron’s
Here are a few takeaways from Bruce Greenwald’s interview at Barron’s
Posted in Guru watch, Interviews, Investment Knowledge
Tagged DCF, earning power, value trap
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John Paulson’s Jan 2018 fund report on GSE
John Paulson’s Jan 2018 fund report on GSE. It seems like he is still optimistic about this investment.