Monday, March 3, 2014

Stock DD Cites: Bruce Berkowitz Open Letter to Fannie Mae Board, Blue Mountain's Open letter to Taro shareholders

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My 2 stocks where activism and governance is at play. I like the deep value in both.

Berkowitz Letter to Fannie Mae Board 

-> Berkowitz questioning the so called net sweep of profits to Treasury and the legality of the Aug 2012 amendment

Iszo and Blue Mountain letter to Taro's Board before the March 27th Crucial Proxy Vote for the 2 Independent Director positions

Bluemountain questioning the track record of the 2 incumbent "independent" dirs to protect independent shareholders and the validity of their nominations for the upcoming 3 year term.

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