Gavin Graham Leucadia National LUK-N TOP PICK Mar 15, 2012

Joint venture with Berkshire. 21% return vs. 8% over 30 years. Down 18% in the last year even though underlying business is doing well.

Gavin Graham

Owned

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$27.240

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Financial Services

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(A Top Pick March 15/12. Up 9.56%.) Essentially they make several big, long-term investments and get more right than wrong. One of the best US performing stocks over the last 25 years.

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Gavin Graham Leucadia National LUK-N TOP PICK Mar 15, 2012

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