PORTFOLIO UPDATE: AN ISSUE OF SELF-DYNAMICS IMH was liquidated from the portfolios this week in the 20-21 range for what was a roughly 14 point profit since...
SO IMPAC DECIDES TO RAISE SOME CASH….. T11 Capital is currently long shares of IMH. Original research report outlining the opportunity can be found here. ...
CONSERVATIVE ARROGANCE IN A BULL MARKET In browsing through the noise with a focus on discovering the rare signal that emanates from within, I made the...
CLIENT LETTER: MARKET OUTLOOK What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors...
HIGHLIGHTS FROM IMPAC MORTGAGE CONFERENCE CALL & EARNINGS For those looking for background on our investment in IMH, please see the research report published in January here....
KFS IS BRILLIANCE UNDISCOVERED There is no magic in the formula KFS is utilizing to turn what was once a wart infested pariah of a company in the...