Bruce Berkowitz was on CNBC earlier today talking about the Fairholme Fund's position in Fannie Mae. He talked about what he thinks the government will do with the GSEs and how he is positioning to benefit from it.
He went on to talk about AIG and how it is now 50% of the fund. He also went on to reiterate his bullish stance in Sears Holding. Overall the interview was interesting but revealed nothing new to long-term Fairholme investors.
Enjoy:
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