Chou Funds 2011 Annual Report – Discusses TARP Warrants (Still Long and Strong)
Over the past five years the Chou record has not been great. Over the past 10 and 15-year periods it is very good.
In this annual report Chou discusses why he is still heavily invested in TARP warrants, why he likes Chinese stocks and what he sees for Europe.
Check the size of his cost base on his TARP warrant positions. He has put a pretty significant chunk of his fund money into them.
Tickers in the article:
Download guru portfolio report (PDF format):
Francis Chou (Updated on 05/22/2013)