CHO 0.00% $4.80 choiseul investments limited

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  1. 2,250 Posts.
    The last three paragraphs of the article in the AFR says it all about the relationship between Goode and Macfarlane.
    Despite the tension that the print media might have banged up, these two have produced results..."Goode and Macfarlane get on very well - often coming to the same conclusions through radically different lines of thought."

    Along with Grantham, I think the next best set of managers will be a group from Fairholme Fund. Bruce Berkowitz the partner of the Fund is very very clever. A Munger thinker with Buffett execution. If individual securities are expensive, check out the performance of Berkowitz's Fairholme Fund. And get in into it now.

 
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