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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (43097)6/27/2011 8:47:12 AM
From: Jurgis Bekepuris  Respond to of 78659
 
one or more of the new guys here ... ought to be able to get this kind of success too

In terms of returns, probably. In terms of opening a mutual/hedge fund, it's not so easy.

Looking at his holdings, it looks like he's holding a number of dinky large-caps (e.g. BRK ;))) that have not performed well recently. I would have hard time holding 7-10% positions in most of these, not counting BRK.



To: Paul Senior who wrote (43097)6/28/2011 10:07:38 AM
From: Spekulatius  Read Replies (2) | Respond to of 78659
 
re ABH - nice flush today - maybe it's Mr. Chou selling <g>. I bought some more at 20.8$ and 20.41$.

Paper is a volatile business but I like that ABH is almost debt free and trading at 1/2 tangible book. Typically, book value after a bankruptcy is not overstated since management has no incentive to start in a bad position (exception may be if there is political pressure like with GM or AIG).

20% of ABH's volumes go to Asia nowadays.


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