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 (7467) 

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)


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.

Performances of the stocks mentioned by Holly LaFon

User Generated Screeners

rossgivensTweedy Brown
ntelumPAUL SALES 30
tlimScreen 1
itflpalmsYacktman ROR
kkopacz.bizLow PEG Upturn
jtepper2Cheap Energy
DBrizanmon mmm mmc mck lmt lly lltc
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)