I hope that you enjoyed part one of my chat with Larry Pitkowsky of the Fairholme Fund. In part two of our discussion, we dig deeper into the Fairholme Fund's search strategy and portfolio construction, which has several similarities to my approach in managing the Morningstar Ultimate Stock-Picker's Portfolio. We also touch on two asset-rich companies that have recently migrated onto my watch list. To listen in to part two of my talk with Larry, please click on the link below: