tag:blogger.com,1999:blog-4815867514277794362.post4319207498048585210..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: Fannie Mae: ain't it good to know that I have got a friend...John Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-4815867514277794362.post-8233374499893841592013-11-18T07:27:52.807+11:002013-11-18T07:27:52.807+11:00OUCH!
http://blog.rivast.com/?p=7640OUCH!<br /><br />http://blog.rivast.com/?p=7640CrocodileChuckhttps://www.blogger.com/profile/10762442097044797842noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-21970351370263710432013-11-18T07:24:57.745+11:002013-11-18T07:24:57.745+11:00John, What are your thoughts on the Court challeng...John, What are your thoughts on the Court challenge to Net sweep agreement ? Assuming govt gets out of the way after their preferreds are paid, What do you think is the value of Fannie Mae & Freddie mac enterprise. <br /><br />I strongly think Ackman is betting the Dec 6th court challenge goes in favor of investors, which would mean ALL THE UPSIDE WILL GO TO COMMON EQUITY. There is more upside in the common equity considering the value of the enterprise. Most preferred you could make at the most 3-4 times (considering they are trading at 30 cents to a dollar). With Commons upside is likely >10 times. Would love to hear your thoughts.<br /><br />http://stocksdd.blogspot.com/2013/11/stocks-dd-cites-berkowitz.htmlStocks DDhttps://www.blogger.com/profile/12288966234260002690noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-89381631093825035942013-11-17T11:15:37.733+11:002013-11-17T11:15:37.733+11:00In regards to the song selection, I like this one ...In regards to the song selection, I like this one better: <br /><br />http://youtu.be/XRGd0gD0QNE<br /><br />The sniping going on between fund managers, while at times is seemingly valid, also feels unnecessary and counterproductive at the same time.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-51552412387931754892013-11-17T04:10:26.191+11:002013-11-17T04:10:26.191+11:00Great trade Hempton, but I'm still not sure I ...Great trade Hempton, but I'm still not sure I buy the bull thesis. As I understand it, it will take a major legislative effort to pull the GSEs out of the situation where the vast majority of the profits accrue to the US Treasury. <br /><br />Given the legislative deadlock between the House and Senate I don't see that changing anytime soon.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-86206994892882326402013-11-17T02:30:53.450+11:002013-11-17T02:30:53.450+11:00I'm game for lashing out for a bottle of wine;...I'm game for lashing out for a bottle of wine; what would you like to recommend now?deariemenoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-9856221521566365712013-11-16T17:00:40.017+11:002013-11-16T17:00:40.017+11:00John,
I'd join the road at blog piece no. 5 ...John, <br /><br />I'd join the road at blog piece no. 5 or so.<br /> Your idea had great risk/reward ratio<br /><br />When things got tough in 2010, I went over the whole serious again and it gave me confidence to increase the position 5 folds.<br /><br />I can not remember a similar situation where a very sophisticated analysis is being served in a way that when you read it once you clearly understand the investment thesis<br /><br />I would like to thank you for a work well done! <br /><br /><br />Talnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-70220577324902792042013-11-16T15:35:50.949+11:002013-11-16T15:35:50.949+11:00The wine... Send me an email, or just the Bronte o...The wine... Send me an email, or just the Bronte office... <br /><br />JJohn Hemptonhttps://www.blogger.com/profile/03766274392122783128noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-88202901999406771122013-11-16T15:25:43.489+11:002013-11-16T15:25:43.489+11:00You've got more than a friend, it's a part...You've got more than a friend, it's a party; http://www.cnbc.com/id/101197867.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-49125383148980744322013-11-16T14:20:16.172+11:002013-11-16T14:20:16.172+11:00Thank you Mr. Hempton,
Please where may I send yo...Thank you Mr. Hempton,<br /><br />Please where may I send you a bottle of wine?<br /><br />I still recall the day you posted on the Yahoo Message Board :)<br /><br />Thank you for helping me understand something I otherwise would likely have missed!<br /><br />Cheers Mate!<br /><br />--LetgoofmyfannieLetgoofmyfanniehttps://www.blogger.com/profile/18020849023386984676noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-31490239739905986742013-11-16T12:41:51.029+11:002013-11-16T12:41:51.029+11:00http://investorshub.advfn.com/boards/read_msg.aspx...http://investorshub.advfn.com/boards/read_msg.aspx?message_id=94122179unicor exploracionhttps://www.blogger.com/profile/13223625303523035775noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-10489079130595122042013-11-16T09:19:57.707+11:002013-11-16T09:19:57.707+11:00John - What is the "newco" business wort...John - What is the "newco" business worth in your opinion ?Stocks DDhttps://www.blogger.com/profile/12288966234260002690noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-53814832297167793852013-11-16T06:10:25.398+11:002013-11-16T06:10:25.398+11:00To anonymous. Send me an email. As for something n...To anonymous. Send me an email. As for something nice, I am partial to a good bottle of wine. <br /><br />Breakfast in Bronte cafes are also nice.<br /><br />JJohn Hemptonhttps://www.blogger.com/profile/03766274392122783128noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-7917416622703691832013-11-16T05:38:23.594+11:002013-11-16T05:38:23.594+11:00I owe you something nice. I happened to be led her...I owe you something nice. I happened to be led here many years ago by a chance comment you left on Felix Salmons blog. I thought your idea was sound and took the same chance and have held on ever since. Just wanted to say thanks.Anonymousnoreply@blogger.com