Bruce Greenwald, David Winters, Tom Russo, And Bob Olstein On Bloomberg Tv Part. This is Part II of the interview, part I is here?. Kudos to Sandesh Trivedi of sandeshtrivedi.blogspot.com for finding the video.
In Part II the gurus talk about their best picks over the best 18 months. The gurus also discuss their thoughts on Warren Buffett’s purchase of BNI. We already know from previous remarks that Bruce Greenwald thought it was a bad deal. He confirmed this in my recent interview with him in late February of this year.
The interviewees also talk about avoiding value traps like Enron, or AIG.
I will post part III shortly.