It looks like Kyle Bass sees the same value in GM that we at T&T Capital Management (TTCM) have been pounding the table on for quite some time. http://seekingalpha.com/article/453621-general-motors-stock-price-is-far-too-pessimistic  GM has traded at an extremely low multiple to earnings and on an EV/EBITDA basis.  The government ownership overhang has likely been a big contributor and I...Read More

Kyle Bass of Hayman Capital provides some of the most thoughtful and in-depth research of any Hedge Fund managers that I am aware of, and in this piece he forecasts some pretty dire scenarios for Europe and Japan.  Central banks are out of control and they aren’t getting the assistance on the fiscal end to...Read More