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  • Portfolio Manager's Review -- The Superinvestor Issue, published on November 20, 2009 (excerpt of 131-page report) 0 comments
    Nov 20, 2009 12:22 AM | about stocks: MVC, LMT, ATPAQ, GRP.U, ADP, CSWC, BA, FCE
    Read an excerpt of the latest issue of Portfolio Manager's Review, entitled "The Superinvestor Issue." The report, published on November 20th, includes a proprietary review of the top holdings of more than twenty top investors. Also inside is a discussion of five superinvestor companies that offer compelling value, as judged by the Manual of Ideas research team.

    The report also includes an interview with micro-cap value investor and Columbia Business School professor Paul Sonkin. In the interview, Sonkin discusses the secrets to success in microcap investing and outlines the thesis behind some of his top investment picks. Sonkin also cites his favorite books for investors: Hermann Simon's Hidden Champions, Ben Graham's The Intelligent Investor, and Paul Strebel's In the Shadows of Wall Street.

    Superinvestor portfolios highlighted in the report include:

    • William Ackman, Pershing Square
    • Zeke Ashton, Centaur
    • Brian Bares, Bares Capital
    • Bruce Berkowitz, Fairholme
    • Warren Buffett, Berkshire Hathaway
    • Ian Cumming & Joe Steinberg, Leucadia
    • David Einhorn, Greenlight
    • Glenn Greenberg, Chieftain
    • Brian Gaines, Springhouse
    • Tom Gayner, Markel Gayner
    • Mason Hawkins, Southeastern
    • Chris Hohn, Children’s Investment Fund
    • Carl Icahn, Icahn
    • Seth Klarman, Baupost
    • Eddie Lampert, RBS (NYSE:ESL)
    • Dan Loeb, Third Point
    • Steve Mandel, Lone Pine
    • Mohnish Pabrai, Pabrai Funds
    • Rich Pzena, Pzena Investment
    • Kenneth Shubin Stein, Spencer Capital
    • Prem Watsa, Fairfax Financial
    • Wally Weitz, Weitz Funds
    • Marty Whitman, Third Avenue

    Companies mentioned in the report include Abbott Labs, Aetna, Alcatel-Lucent, Alleghany, Allegheny Energy, Alliance One, Allstate, AmeriCredit, ATP Oil & Gas, Baldwin & Lyons, Becton Dickinson, Boeing, BreitBurn Energy, Brookfield Asset Management, Brookfield Properties, CA, Campbell Soup, Capital Southwest, CapitalSource, Cardinal Health, CarMax, Chesapeake Energy, Citigroup, Columbia Banking, Contango Oil & Gas, Crosstex Energy, dELiA*s, Dell, DENTSPLY, Diageo, Dillard's, DineEquity, DIRECTV, Domtar, DreamWorks Animation, Enzon Pharma, Fair Isaac, Fairfax Financial, Forest City Enterprises, Forest Labs, Gastar Exploration, General Electric, Hartford Financial, Heritage-Crystal, Hertz, Humana, Huntsman, International Assets, International Coal, Investors Title, ITC Holdings, J.C. Penney, Jefferies Group, John Bean Tech, Johnson & Johnson, Kraft Foods, Leucadia National, Level 3 Comms, Lockheed Martin, Markel, McDonald's, MI Developments, Microsoft, MTS Systems, Multimedia Games, News Corp., Northrop Grumman, Omnicom, Orange 21,, Paychex, Pfizer, Pioneer Natural, Pool Corp., Resource America, RSC Holdings, Sears Holdings, Spirit AeroSystems, St. Joe, Syneron Medical, Theravance, Thomas Properties Group, TravelCenters, tw telecom, Tyco Electronics, United America Indemnity, United Parcel Svc, USG, Viad, ViaSat, Wal-Mart, Walt Disney, WellCare, Wells Fargo, Wendy's Arby's, Yum! Brands, Zenith National, Zoran, and more.

    Learn more about Portfolio Manager's Review.

    Subscribers, log in to download the full report.

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