This part has a pretty detailed discussion on bond insurers Ambac (ABK), MBIA (MBI), banks (Bear Sterns (BSC)) as well as more on Target (TGT).
If you have not seen it, watch part one first:
Disclosure (“none” means no position):None
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2 replies on “Ackman on Investing (Part 2)”
Todd, I get pinged by CNBC on opinion surveys on a regular basis. Today’s timing was perfect, in the comment portion I hammered the point that it has been ages since they’ve had a guest discussion of this quality. Nice catch.
Best,
Dave
thanks