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Thursday, June 9, 2011

Michael Kao - Akanthos Capital Management presentation from Value Investing Congress West

Below please find Michael Kao's presentation from the Value Investing Congress West. In it he presents his thesis for Fannie Mae and Freddie Mac preferreds. It is a good presentation and definetely deserves a look.


Akanthos Capital Management - A Treasure Chest Beneath a House of Cards - 2011.05.4

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