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Re: Robert from yahoo bd post# 630926

Saturday, 09/05/2020 3:53:52 PM

Saturday, September 05, 2020 3:53:52 PM

Post# of 798154
I agree with Whitney Tilson, the GSE's have some similarities to the GGP scenario, in that they had a cash flow problem, not an asset problem. I follow Ackman into GGP and did very, very well. I believe this will turn out to be the same.


https://kaoboymusings.com/wp-content/uploads/2019/11/Empire-Investment-Report-issue-6-FNMA-9-18-19.pdf
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