Topic Archives: Leucadia (LUK)

This is not a fundamental look at any of these stocks, but just a quick update on my personal portfolio. Like you, I have many priorities in my life… and some of those priorities changed a bit over the last week or two, so we’re considering some real estate transactions that make it important for […]

Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]

More “Contrarian Bonanza” picks, you ask? Well of course! There are several new teaser ads stacking up in the Thinkolator’s inbox, but before we get to those … let’s close the book on the “contrarian bonanza” picks from the Weiss folks as they tease their Million-Dollar Contrarian Portfolio. There are three left of the seven […]

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    Travis, It's so generous of you to give US such wonderful gifts (especially Lancashire and Leucadia) on your youngest c...

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    Great memory, Doc. An Oct 2014 CNBC report briefly talks about "a salacious Wall Street child custody and divorce battl...

  • Travis Johnson, Stock Gumshoe

    I generally like Leucadia, but it's baffling and very time consuming to analyze. Looks like their "rescue" of Jefferies...

  • Travis Johnson, Stock Gumshoe

    I think the teaser you're talking about is for Charles Mizrahi's letter, and if so that's a repeat of one that went arou...

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    Several companies have been touted....Probably more since the origional list several years ago. Mort prominant is: Bro...

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    The comparisons between Berkshire and Leucadia are old...this is NOT a new idea. Indeed, their methodology and investmen...

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    HI Travis great as always - but all these ideas about matching Buffett and Berk are missing the point. I owned some Ber...

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    Thanks Charlie -- don't know what their history is with LUK, but I certainly also have some fondness for the company. I...

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