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Wall Street Breakfast: Must-Know News

Wall Street Breakfast Editors submit: EconomyChina's official manufacturing PMI edged up to 50.4 in April

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Bruce Berkowitz’s Fairholme Buys Sears Shares

Bruce Berkowitz's firm Fairholme Capital just filed a 13D with the SEC regarding shares of Sears Holdings (SHLD).  Per the filing, Fairholme now owns 24% of SHLD with over 25 million shares.This means...

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Berkowitz’s Fairholme Fund Annual Report: AIG, Bank of America, Fannie/Freddie

Bruce Berkowitz is out with his Fairholme Fund's (FAIRX) annual report for 2014.  The concentrated investor outlines his thoughts on AIG (AIG), Bank of America (BAC), Fannie Mae & Freddie Mac,...

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Some Companies Are More Wonderful Than Others

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Earnings Momentum Portfolio Long Strategy – 9% Alpha

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Tracking Bruce Berkowitz’s Fairholme Portfolio – Q2 2015 Update

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Fairholme Capital Updates Stakes in Sears Canada, St. Joe’s

Fairholme Capital's Bruce Berkowitz recently made a few filings with the SEC.  First, an amended 13G on its position in Sears Canada (SRSC).  According to the SEC filing, Berkowitz now owns 17.23% of...

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Wall Street Breakfast: Mario Draghi Takes Center Stage

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Tracking David Einhorn’s Portfolio – Q3 2015 Update

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Tracking Bruce Berkowitz’s Fairholme Portfolio – Q3 2015 Update

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