Parsad Posted March 13, 2012 Posted March 13, 2012 I'm guessing today is looking pretty good for Berkie as well! Cheers! http://www.forbes.com/sites/gurufocus/2012/03/13/fairholme-fund-goes-from-bottom-99-to-top-1-of-funds/?partner=yahootix
racemize Posted March 14, 2012 Posted March 14, 2012 only 2% of the fund now. http://www.dataroma.com/m/holdings.php?m=fairx
ERICOPOLY Posted March 14, 2012 Posted March 14, 2012 Citi would pass if you ran it again today using updated numbers. The test was run with 3Q11 financials.
Rabbitisrich Posted March 14, 2012 Posted March 14, 2012 It looks like C could pass by adjusting their capital plans.
Parsad Posted March 14, 2012 Author Posted March 14, 2012 It looks like C could pass by adjusting their capital plans. Yes, they only failed because they wanted to return more capital than the Fed would have liked. Cheers!
u0422811 Posted March 15, 2012 Posted March 15, 2012 He could swing back down given the concentration in AIG. That being said as an investor with him since 2002 I am really hoping he turns out to be right on this. I also hope he gets back to his fundamentals ever since the whole separation thing.
bookie71 Posted March 15, 2012 Posted March 15, 2012 one or two days don't cut it, you are still under water for the last five years. your Chou is ahead for year by over 10%.
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