fareastwarriors Posted November 16, 2012 Share Posted November 16, 2012 Bass Says Half His Fund Is Invested in Subprime Bonds(!) http://www.bloomberg.com/news/2012-11-16/bass-says-half-his-fund-is-invested-in-subprime-bonds.html video of interview http://www.bloomberg.com/video/bass-says-half-his-firm-s-money-in-subprime-bonds-DfesKbJNSrSa3mw9TJR7Xw.html Link to comment Share on other sites More sharing options...
giofranchi Posted November 18, 2012 Share Posted November 18, 2012 Thank you for posting. I think that Mr. Bass’s reasoning on Europe is always crystal clear! giofranchi Link to comment Share on other sites More sharing options...
Poor Charlie Posted November 19, 2012 Share Posted November 19, 2012 Hayman Letter (11/15/12): http://www.scribd.com/doc/113621307/Kyle-Bass Link to comment Share on other sites More sharing options...
motownsf Posted November 19, 2012 Share Posted November 19, 2012 Hayman Letter (11/15/12): http://www.scribd.com/doc/113621307/Kyle-Bass Anyone know how to get this letter in pdf? Link to comment Share on other sites More sharing options...
giofranchi Posted November 19, 2012 Share Posted November 19, 2012 Hayman Letter (11/15/12): http://www.scribd.com/doc/113621307/Kyle-Bass Anyone know how to get this letter in pdf? Find the pdf in attachment. giofranchiHayman_Capital_Management_LP-_Market_Commentary__Nov_2012_.pdf Link to comment Share on other sites More sharing options...
LakesideB Posted November 19, 2012 Share Posted November 19, 2012 Thanks giofranchi. Do you have access to his prior letters? Would be great if you could post them here... Many thanks Link to comment Share on other sites More sharing options...
giofranchi Posted November 19, 2012 Share Posted November 19, 2012 Thanks giofranchi. Do you have access to his prior letters? Would be great if you could post them here... Many thanks Unfortunately, I have just very few of them... Anyway, I will look for the ones I have and post them as soon as I can. giofranchi Link to comment Share on other sites More sharing options...
giofranchi Posted November 20, 2012 Share Posted November 20, 2012 Thanks giofranchi. Do you have access to his prior letters? Would be great if you could post them here... Many thanks Unfortunately, I have just very few of them... Anyway, I will look for the ones I have and post them as soon as I can. giofranchi The letters in attachment are what I could find from 2011. Hope it helps. giofranchiFebruary_14_2011_Letter.pdfBASSKyle_-_Hayman_Capital_Mgmt_Ltr_12_14_2011.pdfHayman_Capital_Management_Letter_to_Investors_Nov_2011.pdf Link to comment Share on other sites More sharing options...
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