Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
- My company:
- T&T Capital Management
- My blog:
- T&T Capital Management Blog
- My book:
- Learn to Treat Your Portfolio as a Business
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Best Bill Ackman Shareholder Letter Yet 1 comment
I really enjoyed this letter from Bill Ackman of Pershing Square and I hope that you do too. His write ups of J.C. Penney and Citigroup were very interesting, as was his accurate description of private equity. Enjoy!
http://dealbreaker.com/uploads/2012/06/Pershing-Square-Q1-2012-investor-letter.pdf?source=email_rt_mc_body&ifp=0
Disclosure: I am long JCP, C.
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