Bruce Berkowitz: From Bookmaking to Cash Flow Genius

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During this interview with RWH, Bruce Berkowitz says the key to analyzing companies, especially financial institutions, is focusing on their cash flow. He learned this from his and his father’s experience running a bookmaking business. Despite the money he made, Berkowitz observed the destructive nature of gambling. Here’s an excerpt … Read More

Bruce Berkowitz: The FOMO Fallacy: Making Rational Decisions in a Hyped Market

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In this interview with Richer, Wiser, Happier, Bruce Berkowitz explains how rampant market fervor, driven by envy and selective information, can be detrimental to rational investment decisions and mental well-being. He discusses how he found himself overwhelmed by the pressure and negativity associated with hype. He resorted to avoiding social … Read More

Bruce Berkowitz: The Dangers of Investing In Heavily Regulated Industries

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During his recent interview with WealthTrack, Bruce Berkowitz expresses hesitation about investing in highly regulated businesses where government decisions can significantly impact a company’s fate based on their perception of social good. Here’s an excerpt from the interview: Berkowitz: I am more hesitant to deal with highly regulated businesses, where … Read More

21 Timeless Investing Lessons From Bruce Berkowitz

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Bruce Berkowitz is the Founder and Chief Investment Officer of Fairholme Capital Management, and President and a Director of Fairholme Funds, Inc. In 2010 Berkowitz was named as the 2009 Domestic-Stock Fund Manager of the Year by Morningstar as well as the Domestic-Stock Fund Manager of the Decade (2000-2009), also by … Read More

Bruce Berkowitz – ETF’s Occasionally Swing To Illogical Extremes – We Prefer Unpopular, Underpriced, and Underweighted

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Bruce Berkowitz recently released The Fairholme Funds 2016 Annual Report in which he discusses the current trend towards ETF investing and he provides the following warning for investors: Exchange-traded index funds (“ETFs”) are all the rage these days for their straightforward, low-cost replication of broad indexes. While it is a … Read More

How To Pick Good Stocks By Trying To Kill The Business (Strategy) – Bruce Berkowitz

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(Image Credit, institutionalinvestor.com) One investor I like to follow closely, is Bruce Berkowitz. Berkowitz is the Founder and Chief Investment Officer of Fairholme Capital Management, and President and a Director of Fairholme Funds, Inc. In 2010, Berkowitz was named as the 2009 Domestic-Stock Fund Manager of the Year by Morningstar as … Read More