Whitney Tilson on Bloomberg Radio Talks Fannie, Freddie

Whitney Tilson on Bloomberg Radio  Talks Fannie, Freddie
Whitney Tilson

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.

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The audio of Tilson can be found here

H/T Dataroma 

This Too Value Fund Explains Why Turkey Is Ripe For Investment Right Now

TurkeyThe 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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