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Instablog posts on JOE

Seth Klarman & Marty Whitman Are Sellers But Meryl Witmer Buys in Q3 2009 by Davy Bui
A reader asks if there is a way to monitor non-equity positions for Seth Klarman's Baupost Group. The short answer is no, I know of no way to track non-equity holdings for any money manager unless they disclose that information voluntarily via a report or letter. As mentioned on this blog last... More »
November 17, 2009 • AKR, CIT, ENZN
Global REITs-An approach to investing & Individual Suggestions by A. R. Rotsevni
REITs remain an attractive asset class. REITs are a basic asset class in free markets. Real estate is intimately integrated with the corporate performance and has traditionally been levered at 50%-60% from which the public REITs have in recent history generated total returns in the 12%-13%... More »
September 2, 2009 • VNO, PLD, JOE
Q2 2009 Portfolio Moves of Bruce Berkowitz, Mohnish Pabrai and Bob Rodriguez by Davy Bui
The Fairholme Fund have bounced back nicely in 2009, showing a 30% gain for the year. Quick summary follows but you can view Berkowitz's portfolio moves in this spreadsheet. Their new positions seem to indicate that Berkowitz has changed his mind regarding some lukewarm comments about Berkshire... More »
August 19, 2009 • BRK.A, BRK.B, RRR
Bruce Berkowitz Adds to Hertz, Trims American Express by The Manual of Ideas
The recently released semi-annual report of The Fairholme Fund (FAIRX), a mutual fund managed by respected value investor Bruce Berkowitz, reveals some noteworthy portfolio changes during the fund's second fiscal quarter ended May 31st.Berkowitz significantly boosted the fund's ownership of... More »
August 10, 2009 • HTZ, AXP, BRK.A
Bruce Berkowitz, Mohnish Pabrai and Bob Rodriguez 2009 Q1 13F Filings by Davy Bui
Continuing the theme I discussed yesterday with Seth Klarman and Meryl Witmer's filings, Bruce Berkowitz's Fairholme Capital was strangely subdued (here's the spreadsheet) despite the early March market plunge: As with Klarman and Witmer, no new positions added (according to the 13F -- remember,... More »
May 20, 2009 • AXP, JOE, SHLD
MOI Signal Rank: Bruce Berkowitz's Top 5 Stock Ideas by The Manual of Ideas
Bruce Berkowitz, manager of The Fairholme Fund, has been one of the most successful value-oriented investors of the past decade. From inception on December 29, 1999 through December 31, 2008, The Fairholme Fund has delivered a cumulative return, net of expenses, of 153.92%, versus a return of... More »
May 19, 2009 • SHLD, SPR, JOE

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

St. Joe Co. (JOE)

Instablog posts on JOE

Seth Klarman & Marty Whitman Are Sellers But Meryl Witmer Buys in Q3 2009 by Davy Bui

Global REITs-An approach to investing & Individual Suggestions by A. R. Rotsevni

Q2 2009 Portfolio Moves of Bruce Berkowitz, Mohnish Pabrai and Bob Rodriguez by Davy Bui

Bruce Berkowitz Adds to Hertz, Trims American Express by The Manual of Ideas

Bruce Berkowitz, Mohnish Pabrai and Bob Rodriguez 2009 Q1 13F Filings by Davy Bui

MOI Signal Rank: Bruce Berkowitz's Top 5 Stock Ideas by The Manual of Ideas

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