Sunday, July 31, 2005
What are the greats doing?
Good story from Mstar on what the great managers are doing, along with links to their recent letters, here. Bookmark those... They make for good reading. No real surprises, but includes a list of stocks common across the portfolios, including Tyco, Comcast, Yum, Brkb, Liberty Media, MBIA, TDS, TWX. An interesting one is TWX, for the AOL unlocking... But YUM with Kentucky Fried Chicken in China is pretty good too. All of them, great cashflows and potential for spin-offs. Steve Mandel's recent shareholder letter (Lone Pine), the cubs tell me, defends his largest shareholding which he is still quite bullish on: GOOG.
