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Holly LaFon
Holly LaFon
Articles (5749) 

Bruce Berkowitz's Case Studies on Bank of America and AIG

April 12, 2012 | About:

Many considered Bank of America (NYSE:BAC) and AIG (NYSE:AIG) doomed by the near collapse of the U.S. financial system in 2008. Bruce Berkowitz merely saw opportunity. The prominent investor and founder of the Fairholme Fund planted billions into the two companies, causing a stir in the investing community. He explains why in two case studies published on his web site.

In the first Case Study, on Bank of America, he uses a quote praising the bank by Warren Buffett and proceeds with a slew of data on the fundamentals of the company:

Case Study I is here.

In his second Case Study, he explains his thought process on AIG. In both of the studies, he opens with data on the company and then reveals the name, to show his focus on fundamentals rather than the reputation of the company.

Case Study II is here.

Rating: 4.2/5 (20 votes)


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