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Saturday, August 24, 2013

Friday, August 23, 2013

Going long railway bonds during World War II from Michael Kao of Akanthos Capital


From Akanthos Capital presentation on going long GSE preferreds: http://www.scribd.com/doc/57456508/Akanthos-Capital-Management-A-Treasure-Chest-Beneath-a-House-of-Cards-2011-05-4

Here is an Opalesque interview with Michael Kao, the manager of Akanthos http://www.opalesque.tv/hedge-fund-videos/michael-kao/1