Category Archives: Guru watch

John Paulson’s Mar 2018 fund report on GSE

Posted on March 23, 2018 by Timeless Investor

John Paulson’s March 2018 fund report on GSE. It seems like he is still optimistic about this investment.

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Fairholme fund 2017 annual letter and report

Posted on February 5, 2018 by Timeless Investor

Berkowitz: On Fannie Mae “I expect further gains from any Trump Administration-led initiative”

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John Paulson’s Jan 2018 fund report on GSE

Posted on January 24, 2018 by Timeless Investor

John Paulson’s Jan 2018 fund report on GSE. It seems like he is still optimistic about this investment.

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John Paulson’s recent take on GSE preferreds

Posted on December 27, 2017 by Timeless Investor

Here is John Paulson’s recent take on GSE preferreds. I think he is right, there is still some upsides (3:1 return) in these preferreds.

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FNMA preferred stocks in FAIRX

Posted on May 18, 2017 by Timeless Investor

There are multiple FNMA preferred stocks in FAIRX, I need to study what are the other preferred stocks and understand whether I also need to buy other preferred stocks or not

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Takeaways from Bruce Greenwald’s interview at Barron’s

Posted on May 15, 2017 by Timeless Investor

Here are a few takeaways from Bruce Greenwald’s interview at Barron’s

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Burry’s 3Q16 portfolio

Posted on November 28, 2016 by Timeless Investor

Here is Burry’s 3Q16 portfolio

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