Introducing the CVI - Punch Card Portfolio Newsletter

I write a weekly investment newsletter. This newsletter involves the development of a focused portfolio of undervalued securities. The subscription price is $10 per month (cancel any time). Every investment idea I recommend will be one I purchase for my own portfolio. If you have questions prior to subscribing shoot me an e-mail (Swizzledxxx@gmail.com)

Please note I'm running a low-tech operation and that the newsletter is sent by me via e-mail. There will be a delay between when you pay and when you receive your first e-mail (usually a couple of hours).

Subscribe to CVI - Punch Card Portfolio Newsletter

Friday, July 29, 2011

Pabrai/Berkowtiz Common Holding

http://seekingalpha.com/article/283128-shared-ideas-from-concentrated-value-investors-goldman-sachs

1 comment:

  1. Along these lines, take a look at ABH (prem, chou, paulson, steelhead partners).

    Some of the positions were apparently acquired as part of reorg from senior debt, but still.

    Last I checked, it was one of Prem's top holdings.

    ReplyDelete