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enlightened-american.com

Start Tracking davybui

This is a Tracking Account | Tracked since 04/09/2008 [?] SocialPicks is not affiliated with davybui

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All-time Return -54.95% (in 1 year)	Risk (SD) Moderate 0.00%	Sharpe Ratio -34.87
Followers 0	Winning Picks 0 of 4	Total Views 1869

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Last Activity: Added ACAS to bullish list on 08/27/08

Current Stock List:

Symbol	Return	Since
ACAS	-85.83%	08/27/08
GE	-40.94%	06/27/08
CHK	-58.67%	06/03/08

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Blog Posts

WYE CAH 2009 Q3 Moves of Bruce Berkowitz, Mohnish Pabrai and Robert Rodriguez 11/18/09 — Unlike some of the managers I reviewed yesterday, Bruce Berkowitz and his cohorts at the Fairholme Capital have been buying. A scan of their Q3 2009 holdings spreadsheet suggests they favor healthcare companies and Berkshire Hathaway (BRK-A, BRK-B). Fairholme opened two new positions, both in the he...

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Seth Klarman & Marty Whitman Are Sellers But Meryl Witmer Buys in Q3 2009 11/16/09 — A reader asks if there is a way to monitor non-equity positions for Seth Klarman’s Baupost Group. The short answer is no, I know of no way to track non-equity holdings for any money manager unless they disclose that information voluntarily via a report or letter. As mentioned on this blog last week...

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Q3 2009 13F-HR Hedge Fund Portfolio Holdings 11/14/09 — Meryl Witmer is back as it appears Eagle Value Partners is building its stock portfolio. If you have a strong case for other managers I should include, send me an email or post in the comments below. Also, keep in mind that I use a perl script to parse these filings into the spreadsheet format [...]...

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Value Investor Vs. Technology — Tech Wins 11/12/09 — OK, that has to be one of the most misleading post titles ever but I couldn’t resist. Seth Klarman recently held the first-ever Baupost Group annual meeting after two-plus decades of existence. At the meeting, Klarman shared his views on the markets, housing, investment strategies and more. For tho...

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Portfolio +33.5% YTD Through October 11/02/09 — View the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. through October 31, 2009. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +33.5% YTD (my actual IRR, including cash balanc...

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Website:
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