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ValueAct Picks Up More Shares of Trinity Industries Inc. (NYSE:TRN).
Jeffrey Ubben is considered by many to be a value investing “God”:
You can read my take on why I think TRN is an attractive investment:
Is Prem Watsa Making The Smart Money Move?
Big news out of Canada recently folks as that country’s answer to Berkshire Hathaway Inc., Fairfax Financial Holdings Ltd., sold almost 90% of its long-dated U.S. Treasury holdings in what appears to be a risk-off move on the cusp of U.S. elections and lingering global uncertainty.
Add another dish to the Buffett
Warren Buffett’s Berkshire Hathaway wrote its biggest check – a whopping $37B including debt – in history last week with a deal to acquire industrial parts maker Precision Castparts. This deal is another step in what looks, to me, like a deliberate strategy to remake Berkshire into a more industrially focused business as opposed to its current form known for its massive insurance operations and equally massive stock portfolio.
The Security Whisperer 