The Helibrunn center for Graham and Dodd investing at
The interview with Berkowitz is great and includes topics such as:
- -Working as a bookie when he was young
- -His thoughts on Eddie Lampert and Sears
- -How he goes about killing his companies
- -Why he’s gotten himself into the healthcare sector
At the Graham and Dodd breakfast they managed to track down Seth Klarman and a few interesting comments were made by him. The first being that Klarman mentioned he really hadn’t been interested in the US equity markets for the last 15 years, and that now was, “….A great time to be a value investor.”
Graham and Doddsville Winter 2009
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