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Monday, June 30, 2014

Inside The Mind of Fairholme's Bruce Berkowitz

Bruce Berkowitz doesn’t worry about going against the flow — at least not in the short term. He is a concentrated value investor who bets on only a handful of stocks, so it comes with the territory.

http://www.institutionalinvestor.com/Article.aspx?ArticleId=3350989

Tuesday, June 10, 2014

Ray Dalio - The Soul of a Hedge Fund Machine

How do you build the world's largest hedge fund? Bridgewater Associates founder Ray Dalio says he did it by creating a culture of "radical truth and radical transparency." Mr. Dalio's perhaps radical belief is that "everything is a machine"—including organizations and even the individual people within them. At his firm's Westport, Conn., headquarters, we are discussing the human machines at Bridgewater and the equally fascinating machine known as the U.S. economy.

Read here: http://online.wsj.com/articles/james-freeman-the-soul-of-a-hedge-fund-machine-1402094722

Wednesday, June 4, 2014

Bill Nygren's 9 Favorite Stocks

While many investors think U.S. stocks are fully valued, Bill Nygren of Oakmark Funds sees plenty of opportunity, particularly among financials. Moreover, Nygren says many of America's best companies can be bought at a market multiple.

Continue reading: http://online.barrons.com/news/articles/SB50001424053111904125704579594493262894338?mod=BOL_hp_popview

Tuesday, June 3, 2014

Hedge Fund World's One Man Wealth Machine

In the Back Bay neighborhood of Boston, one man is building a moneymaking machine that rivals some of the hedge-fund industry's biggest names.
Calls to his office go unreturned even from those eager to fork over eight-figure sums, potential investors say. One industry veteran referred to him as "a unicorn," as few people have ever seen him.

Notes From The 2014 London Value Investing Conference

http://www.marketfolly.com/2014/05/london-value-investor-conference-notes.html?m=1