"There are less ways to cheat on a balance sheet than an income statement," says Bruce...
"There are less ways to cheat on a balance sheet than an income statement," says Bruce Berkowitz, explaining why he focuses on the one rather than the other (and why he'll probably never be a buyer of auto stocks). In this great 35-minute chat from late last year, he again makes his case for AIG and BAC - "it's the 90s all over again" - and SHLD - selling for the liquidation value of its merchandise; the brands and the real estate are free.
From other sites
at Benzinga.com (Feb 28, 2015)
at CNBC.com (Feb 27, 2015)
at Investor's Business Daily (Feb 24, 2015)
at CNBC.com (Jan 29, 2015)
at MarketWatch.com (Jan 14, 2015)
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