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Berkshire Hathaway Inc. Message Board

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  • jad1148 jad1148 Oct 3, 2003 5:53 AM Flag

    Iron Mountain is that a Buffett Stock??

    Iluvbabyb wrote:
    "Lou and the fellows from Chieftan often can be found pumping iron in the same companies ;-)"

    There is a good reason for that, Greenberg worked for Lou before Chieftain!

    "Glenn Greenberg, co-head of money manager Chieftain Capital and a former Simpson employee ..."
    http: //www.business2.com/articles/mag/0,1640,10253,FF.html

    Glenn runs a very concentrated portfolio, currently just eight different stocks. For a peek at what he has been holding at Chieftain Capital Management, Inc., check this out:

    http: //www.sec.gov/Archives/edgar/data/789920/000095012303009528/y89400be13fvhr.txt

    I though Glenn was one of the more interesting individual studies in Bruce N. Greenwald's book "Value Investing - From Graham to Buffett and Beyond", see: chapter 11, pages 211 to 224.

    He has had Yankee Candle for a long time. I wonder what he sees in overpriced (the product, not necessarily the stock), stinky paraffin?

    In the past he has held quite a few Canadian stocks. Maybe we should be searching "The Great White North" for value also, eh?

 
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