– Weschler Rise from Grace: Profile on Berkshire’s Ted Weschler
– Hillary Clinton’s next move: Would be great to see her at the top in 2016
– Bruce Berkowitz’s return to the top: The superb return after a dismal 2011
– Bruce Berkowitz talk: Great to hear him come out and start talking
This market is very interesting, there are a few compelling investment opportunities. Overall the market is not filled with many investments. The few that I’ve been looking at in the last few days: Western Union (good piece from Value Ground) and Pitney Bowes. Western Union is an extremely compelling company with the number one position in the market, number 2 is way far behind. Pitney Bowes is similar to WU and has a sweet 11% dividend yield.