Whitney Tilson Says Fannie and Freddie ‘Good for America’ on Bloomberg radio. We first broke the news that Tilson had a big position in Fannie, which he disclosed i his Q1 letter to shareholders.
The audio of Tilson can be found here
H/T Dataroma
How Warren Buffett Went From Hating To Loving Banks
Since the financial crisis, Warren Buffett's Berkshire Hathaway has had significant exposure to financial stocks in its portfolio. Q1 2021 hedge fund letters, conferences and more At the end of March this year, Bank of America accounted for nearly 15% of the conglomerate's vast equity portfolio. Until very recently, Wells Fargo was also a prominent Read More