Glenn Greenberg - Glenn Greenberg is an investor, the...

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Glenn Greenberg is an investor, the founder of Brave Warrior Capital(2010) and one of the founders of Chieftain Capital Management in 1984. In December 2010, funds managed by Greenberg accounted for $1.09 billion. Due to his investment policy (“the more companies you own, the less you’ll know about each – defense against ignorance”) he is known to own less than 10 companies according to gurufocus.com. Here is a brief analysis of Greenberg’s top 10 holdings as of December 2010. Fiserv Inc (FISV): Fiserv is a multinational company that provides technological solutions to financial companies. It serves many companies ranging from banks to retailers. Fiserv has a market cap of $8.9 billion with a P/E ratio of 18.73 and forward P/E ratio of 12.33. The company has an EPS growth of 12.28% and is estimated to grow 12.29% in the next 5 years. Its SMA20 value is -0.79% while both SMA50 and SMA200 are positive, 0.43% and 7.32% relatively. Fiserv has a profit margin of 11.6%. Greenberg holds about 2,6 million shares of FISV, which constitutes almost 14% of his portfolio, valuing at $150 million. Comcast Corp. Special (CMCSK): Founded in 1969, Comcast Corp. is a media and entertainment corporation with programming and cable segments. It has a market cap of $68.23 billion with a P/E ratio of 17.92 and a dividend yield of 1,9%. Greenberg holds 6,85 million shares of CMCSK which is 13% of his portfolio (about $142 million). Ryanair Holdings plc (RYAAY):
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Glenn Greenberg - Glenn Greenberg is an investor, the...

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