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
This Too Value Fund Explains Why Turkey Is Ripe For Investment Right Now
The Talas Turkey Value Fund returned 9.5% net for the first quarter on a concentrated portfolio in which 93% of its capital is invested in 14 holdings. The MSCI Turkey Index returned 13.1% for the first quarter, while the MSCI All-Country ex-USA was down 5.4%. Background of the Talas Turkey Value Fund Since its inception Read More
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