BargainValueHunter Posted January 24, 2012 Share Posted January 24, 2012 http://money.msn.com/business-news/article.aspx?feed=BW&Date=20120124&ID=14721357 On February 8, 2012, Fairholme Capital Management will broadcast an interview with Bruce Berkowitz, Chief Investment Officer. Fred Fraenkel, Chief Research Officer, will moderate the conversation. Shareholders can submit questions to Bruce via email at investorrelations@fairholme.net by Sunday, January 29th. His answers will be taped and the entire interview will be posted on www.fairholmefunds.com on February 8th. What are you going to ask him? ??? Link to comment Share on other sites More sharing options...
racemize Posted January 24, 2012 Share Posted January 24, 2012 I'd be curious as to how he got his earnings power estimates for AIG (I believe he was estimating at 6 dollars a share?). When I went over the filings, I didn't get that high of a number. However, we haven't been able to get him in our 401k, so I'm not currently a shareholder... Link to comment Share on other sites More sharing options...
BargainValueHunter Posted February 10, 2016 Author Share Posted February 10, 2016 Once again Bruce Berkowitz is taking your questions: http://www.businesswire.com/news/home/20160209006858/en/Fairholme-Schedules-Public-Conference-Call “The conference call provides an opportunity to expand upon our core beliefs, strategies, and ideas, most recently presented in our annual letter. Since its inception, Fairholme’s strategy has been to invest in deeply undervalued securities with the expectation that the market will eventually recognize our estimation of their underlying intrinsic values. I look forward to discussing our holdings and outlook, as well as to address questions that are on the minds of our investors. I'd like to ask him what happened to his former belief in investing in companies that produce a lot of free cash. Link to comment Share on other sites More sharing options...
TorontoRaptorsFan Posted February 10, 2016 Share Posted February 10, 2016 Is he willing to admit he was wrong on his massive investment in SHLD? Link to comment Share on other sites More sharing options...
CorpRaider Posted February 10, 2016 Share Posted February 10, 2016 What happens if you try or are forced by redemptions to sell SHLD? Link to comment Share on other sites More sharing options...
ERICOPOLY Posted February 10, 2016 Share Posted February 10, 2016 Is he willing to admit he was wrong on his massive investment in SHLD? I'd also ask him about BAC's value in early 2011 (when he paid $14 or $15). I'd ask him if he was right about his IV estimate back then... knowing what he knows now. Link to comment Share on other sites More sharing options...
ERICOPOLY Posted February 10, 2016 Share Posted February 10, 2016 Actually, same question about MBI. Looking back 5 years, which (if any) of the stocks that he talked about with Consuela Mack have turned out to really be heavily below intrinsic value at the time. I think AIG potentially. But there seem to be an awful lot of misses. I'm really quite interested in which of these investors really is making money from below IV investing versus great trading. Link to comment Share on other sites More sharing options...
adesigar Posted February 10, 2016 Share Posted February 10, 2016 Is he willing to admit he was wrong on his massive investment in SHLD? I think he answered your question today. http://www.sec.gov/Archives/edgar/data/1214344/000091957416010051/xslF345X03/p7043107.xml But I believe his investors disagree. His last trade was a sale of 10,200 with a note that says. In addition to the 10,200 securities reported in Column 4, the amount reported in Column 5 accounts for 593,000 shares now held in accounts over which the Reporting Person no longer has beneficial ownership. Link to comment Share on other sites More sharing options...
Drake Posted February 26, 2016 Share Posted February 26, 2016 Link to conference call transcript: http://www.fairholmefundsinc.com/Documents/Call2016.pdf Link to comment Share on other sites More sharing options...
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