1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Holly LaFon
Holly LaFon
Articles (6821) 

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)

Comments

Please leave your comment:


GuruFocus has detected 4 Warning Signs with Bank of America Corporation $BAC.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

User Generated Screeners


sarahgolliheroptions
pbarker46PEG
evseanLow Value Stock II
musselmantMODIFIED
sbeccuegf101-Industry
DANGORDONALL STOCKS 1-30-17
DANGORDONINFORMATION TECHNOLOGY 1-30-17
jpraschnikGreenblatt - Magic Formula
soho_analogBuy%20Back%20rate
pbarker46Shiller PE
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK