Here Are Bruce Berkowitz's Bullish Presentations On Two Of His favourite Stock Picks

Bruce Berkowitz

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.

MBIA is down about 6% YTD.  Meanwhile, Sears Holdings is up more than 99% YTD, Yahoo! Finance data shows. 

In the slides that follow, Berkowitz presents a “case study” for each of those investments. 

[Hat Tip: ValueWalk’s Tabinda Hussain]

Want to see Berkowitz's thesis for another one of his top holdings?

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