This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Wednesday, May 7, 2014
Pershing Square Capital's Presentation at 2014 Ira Sohn
Below please find Bill Ackman's lengthy slide presentation from the recent Ira Sohn conference on FNMA and FMCC: