Fannie Mae-No Politics (FNMA)

[Potty]

yank, I have followed Ackman for a long time. The first hedge fund went under after all. JCP was a debacle... and the ones you mention.

BUT Ackman has been good on identifying BIG asymmetric opportunities, I made a great deal on GGP with him. His bet on the market before the pandemic was a legendary gain...

Berkowitz is not a bozzo, was fund manager of the year for a reason, but he now seems to be managing the fund like his family fund. JOE is interesting but still overpriced imho -- and how does all this coastal low lying land look when the seas rise? And boy did Lampert sucker him in on Sears...

Want a bozzo? Eddie Lampert