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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Monday, May 5, 2014
Bill Ackman at Ira Sohn
Bill Ackman was at Ira Sohn today where he gave a long 110 slide pitch on why he thinks Fannie Mae (FNMA) and Freddie Mac (FMCC) are significantly undervalued (something like 7x).
Enjoy:
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