Tips by Bruce Berkowitz
We spend a lot of time thinking about what could go wrong with a company -- whether it's a recession, stagflation, zooming interest rates or a dirty...
Tags: stock picking
Given the availability of so much information on the Internet, I'm not so interested in meeting management today. You can get seduced too easily. I'm...
We use a lot of grapevine ideas, asking people what they've finished buying that might be interesting. Why wouldn't you look at what other great...
Tags: value investing, gurus
We don't have a problem with cyclicality. Wall Street still looks for certainty in areas that are uncertain. We feel good about lumpiness. We just try...
Tags: value investing, cash flow
We tend to be more about the jockey than the horse. It's important to understand how people are going to behave under stress. You don't have to...
Tags: value investing, management
The physics make sense to us that this is a resource that’s being used up. Every major field outside of Saudi Arabia is in decline. Those people who...
We keep heading more toward direct international investing, but worry that we’re going to end up being the patsy. We looked at South Korea, but kept...
Tags: international, invest
We’re looking to pay 10x free cash flow or less, period. If you find those and you can’t figure out how to kill the business, you should be buying...
We don’t have a problem with cyclicality. Wall Street still looks for certainty in areas that are uncertain. We feel good about lumpiness. We just...
Tags: value, uncertainty
