I'll try as much as possible to keep this tradition up every quarter. Today is the day that the 13F's are released for funds managing over $100m. Below is a list of 4 picks that I find interesting: 1. WellCare Health Plans (WCG) — Pabrai Investments, Fairholme Fund — I don't know much about healthcare companies, but Wellcare seems like it might be a very low risk, high uncertainty situation. Recently, a summary of Pabrai's thesis on Wellcare was posted on the
4 Interesting 13F Buys (Q1-08)
4 Interesting 13F Buys (Q1-08)
4 Interesting 13F Buys (Q1-08)
I'll try as much as possible to keep this tradition up every quarter. Today is the day that the 13F's are released for funds managing over $100m. Below is a list of 4 picks that I find interesting: 1. WellCare Health Plans (WCG) — Pabrai Investments, Fairholme Fund — I don't know much about healthcare companies, but Wellcare seems like it might be a very low risk, high uncertainty situation. Recently, a summary of Pabrai's thesis on Wellcare was posted on the