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1. Stingy News Article Link: "Patient Capital Q4 letter"

   "So we have covered three potential sources of short ideas. What happens if we put them all together? The parameters I used to define my shorts were a price-to-sales > 1, an F score of 3 or less, and total asset growth in double digits. .... The House Financial Services Committee has proposed letting the FHA underwrite up to $300 billion in loans to borrowers. The last time the federal government stepped so directly into the mortgage business was at the bottom of the ...

1. Stingy News Article Link: "Buying earnings and book value"

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