Bruce talks about Leucadia (LUK), Americredit (ACF), AIG (AIG) and the banks. Also, he goes into Sears Holdings (SHLD)
Berkowitz has the correct look at Sears, not just a retailer but a collection of successful entities that when monetized (it is happening), will provide returns.
Disclosure (“none” means no position):Long SHLD, None
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One reply on “More Berkowitz”
todd
are you buying more SHLD here? would you advise that an investor gets in at these levels?
it keeps making new 52 week lows… what do you think?