Transcript
Ze n w a y .com
Dec 26, 2005 Issue 051226
Enlightened Investor Digest BEST IDEAS, BEST PRACTICES AND BEST JOKES FROM THE WORLD’S BEST INVESTORS
ACTIVITIES OF THE WORLD’S BEST INVESTORS QUARTER ENDING SEPTEMBER 30, 2005 Enlightened Investors BAUPOST GROUP Seth Klarman BERKSHIRE HATHAWAY Warren Buffett, Lou Simpson, BRANDES Investment Partners Charles Brandes, Glenn Carlson CENTURY Management Arnold Van Den Berg CNA Financial Corp James Tisch, Joe Rosenberg CUNDILL, Peter & Associates Peter Cundell, Tim McElvaine DAVIS Advisors Chris Davis, Ken Feinberg ESL Investments Edward Lampert FAIRHOLME Capital Bruce R. Berkowitz GMO Jeremy Grantham ICAHN Group JANA Partners Carl Icahn, Barry Rosenstein KAHN Brothers KINETICS ASSET MGMNT Peter Doyle LEGG MASON Bill Miller & Company LEUCADIA NATIONAL OAKMARK Oak Value Fund Bill Nygren OLSTEIN & Associates Robert Olstein OMEGA Advisors Leon Cooperman PRIVATE CAPITAL Bruce Sherman, Gregg Powers PROSPECTOR PARTNERS John D. Gillespie SEQUOIA FUND INC Bob Goldfarb SOURCE CAPITAL Eric Ende SOUTHEASTERN ASSET MGMT Mason Hawkins
Buys
Sells
ACUS
CALGZ, UNS, HCBK
TYC, USG EK, PXT, CV, ATYT, BORL, LZB, QNTA, FITB WBSN, CT, IWN, IJR, CNC, PFCR, JWN, RCI
S, RAI, CTL, FLE, AOC
WMT, CHK
FHN, RHI, FCS, VTR
L, DTV FMD, AMB, LM, FELE, SFC, TIF, FLA, NWS, S
LTR
NLY (Insider buys, price drop, positive cash flow, low capex), FRE, CFC KO (Historical valuation low), USPI BKF (Large price drop, insider buy, improving cash flow, low capex), ANX, FHR, LEXR, WLT, ANX ALV, IDT GBLBF, IMO, TKC, RHD, PICO, DEO, LICT, AMP IACI, NIHD, PHG, USB, MWD, TO, FWLT, MRX, DNA, USG, RTN, SPP, LRW IAAC, PRKR, VECO, ACCL IWR
VAR, CTXS, EDO, XXIA, BECN
ITD, KBH
EAC SEE, ECL, ITUI MYL, PPP, SEBL, MWD
FL, AIG, MTLG, FINL S, MCD, RDSA, MSFT, NWSA, CTX, VIA.B, CNX, KND
JNJ, PRE BMS, LXK, WLM, MTW, SYNA, PA VOD, FBN, TPX, BAC, LLY, RDPL
AGI, TD PFE, MRK, DD, NYT, OTL, AMD, TRH, NEM, ABX, ABS, JPM, MMM
C
MICC, PCLN, NMHC, MCF, LEAP
DELL, BUD, NSRGY, PHCT
FIC, CKP
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