You are hereBerkowitz on the Merits of Cisco, Bank Regs, and More

Berkowitz on the Merits of Cisco, Bank Regs, and More


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By Brian Zen - Posted on 04 July 2011

In Part 3 of a Morningstar Conference interview with Don Phillips, the Fairholme manager discusses Cisco's 'essential' equipment, the MBIA-BofA litigation, his stake in China's insurance industry, the role of concentration in the fund, and more.

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