Berkshire Hathaway’s 13F Regulatory Filing For Q3
Whitney Tilson’s email to investors discussing Doug Kass and himself are still bullish on bank stocks; Berkshire Hathaway’s 13F regulatory filing for the third quarter.Q3 2020 hedge fund letters, conferences and moreDoug Kass And Whitney Tilson Are Still Bullish On Bank Stocks1) In my October 13 and November 3 e-mails, I shared a bull case for bank stocks (which I agreed with) from my friend Doug Kass of Seabreeze Partners.The SPDR S&P Bank Fund (KBE) is up 22.5% since my first e-mail and 13% since my second, far outpacing the market.In one of his missives yesterday, Doug outlined why he think...