Photo: BloombergTV screenshot
Fairholme Capital Management’s Bruce Berkowitz has case studies out for two of his biggest holdings – MBIA and Sears Holdings. For the second quarter ended June 30, 2012, Fairholme held ~45.4 million shares in MBIA and ~16.8 million shares in Sears, according to a 13F regulatory filing.
In the slides that follow, Berkowitz presents a “case study” for each of those investments.
[Hat Tip: ValueWalk’s Tabinda Hussain]
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