Letters by company

Fannie Mae

1 letter discussing 0IL0. Everything written about it on this site is on its ticker page.

GoodHaven Capital Management 2024 Annual Letter to Shareholders GoodHaven Fund added to Berkshire Hathaway, Chubb, Arrow Electronics and Exor while arguing that its lower valuation and stronger earnings profile leave room for long-term upside despite market speculation. It defended Devon Energy after the Grayson Mill acquisition and CEO transition, and discussed Jefferies, Berkshire Hathaway, TerraVest and Fannie Mae holdings. fiscal year 2024 BRK.A $1.1TDVN $54BJEF $10B