Value Giants on Video
To the Value guys, not sure if you’ve seen this, but anyway this one’s for you.
I wrote about these two value investors a few months back and, looking for updates on their battle over St. Joe (which Einhorn looks to be winning - barely), I stumbled on these interviews they gave to WealthTrack.
I understand that these guys rarely give out interviews and the insights they share in these are excellent.
Einhorn in particular talks about his views of the financial system today, how he feels about QE2, and why ratings agencies should be kaput.
He also shares his thesis on some of his trades, namely Apple, Moody’s, St. Joe, and a few more. Interesting to see how he works.
Same thing with Berkowitz, after sharing his thoughts on the economy and how the Fed has handled things, he takes us into what’s behind his massive positions in financial stocks and delves into why AIG and BoA among others.
He also talks about his contrarian strategy, how his competitors view him, and what’s it like to be fired by your mother.
Videos after the jump.
If you don’t know who they are, Park Avenue Granny will take care of that. In depth.
Stay tuned for exclusive with Soros, he'll answer my calls real soon... I can feel it now.
Great find.
Nice! Einhorn's analysis seems a lot more solid though. All I took away from Berkowitz was basically "it can't get much worse", though his point about 2 years of good loans being originated during the crisis does make a bit of sense.
"We short Moody'z because we think the business shouldn't persist in the current form..."
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