clearfishresearch.com
ClearFish ResearchIconoclastic investing ideas from an independent investor.
http://www.clearfishresearch.com/
Iconoclastic investing ideas from an independent investor.
http://www.clearfishresearch.com/
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ClearFish Research
Hans Deuel
50 Bay●●●●●●errace
Mill●●●●lley , CA, 94941-2495
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ClearFish Research
Hans Deuel
50 Bay●●●●●●errace
Mill●●●●lley , CA, 94941-2495
US
View this contact
ClearFish Research
Hans Deuel
50 Bay●●●●●●errace
Mill●●●●lley , CA, 94941-2495
US
View this contact
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https://clearfishresearch.com
Iconoclastic investing ideas from an independent investor.
Value Discipline: June 2006
http://valuediscipline.blogspot.com/2006_06_01_archive.html
Friday, June 30, 2006. Freddie Mac- Continuing Progress. Freddie Mac released its annual report a couple of days ago with the title "Continuing Progress.". Though Washington seems to be abuzz with anti- Fannie (FNM). Rhetoric as Washington prepares for the summer, it occurs to me that these franchises, and especially Freddie's are discounting the worst that regulators can throw at them. Derivatives exposure is down considerably at only $225 million. The market value of derivatives which was $15 billion a...
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