Washington Mutual demanda a la FDIC por 17 billones US$ + daños

"But there is also things that we’re doing that are little bit different. We mentioned a quarter ago that we’ve made an investment in the company called WMIH, it’s a public company, its the Washington Mutual Holding Company. It actually has $6 billion of NOLs sitting in it.
So we actually have an investment in that entity and now we’re working with that management team to look for acquisitions and think of it as a tax advantage and partial subsidiary of the firm where we can go and make investments to potentially make acquisitions and get the benefit of the NOLs.

And then we will to your point look from time to time at strategic acquisitions, we can make for the firm. And we’ve done a handful of those already, we bought hedge fund space Avoca and the credit space in Europe and most recently took a meaningful position in Marshall Wace, which is a hedge fund based in Europe as well."
Pg. 7/9

http://seekingalpha.com/article/3693746-kkrs-kkr-management-presents-at-bank-of-america-merrill-lynch-2015-banking-and-financial-services-brokers-conference-transcript?page=7

INTERESANTE, pareciera apoyar vuestras percepciones.

after she resigned this summer...did she buy any WMIH shares?!

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Sheila Bair resigns from Santander's board of directors following her appointment as president of Washington College

Madrid, July 30, 2015. Sheila Bair has resigned as a member of Banco Santander’s board of directors effective October 1st, 2015 following her appointment as president of Washington College. The board expressed its gratitude to Ms. Bair for her dedication to the board since she joined in January, 2014 and in particular her contribution to the board’s Risk Supervision, Regulation and Compliance Committee.

Ana Botín, group executive chairman of Banco Santander, said: “Sheila’s contribution to our board over the past few years has been invaluable and we will miss her. We have learned from her regulatory and U.S. perspective and we are a better bank for her service. Given the changes at Banco Santander in the past 10 months, I would like to acknowledge how much I have personally valued her advice and counsel and look forward to continue to work together in other ways in the future.”

Sheila Bair said: “My position at Washington College is very much a full-time obligation. As a consequence, I am cutting back significantly on my various boards and advisory roles. Most importantly, I am announcing my decision to resign as a board member of Banco Santander, effective the end of the third quarter. I deeply value my experience on the board over the past year and a half. I believe Santander's risk management culture and strong customer focus will continue to serve it well, as it has over the past century and a half. Ana Botín’s focus on banking services that are simple, personal and fair has placed the bank in a solid position to strengthen and grow customer relationships and trust.” Sheila Bair has also announced her decision to step down from the board of the Center for Responsible Lending and to resign as a Chair of the Systemic Risk Council at the end of 2015.

Sheila Bair will take up her role as president of Washington College effective August, 1st. Washington College was founded in 1782 and was the first college chartered by the government of the United States of America.

http://www.santander.com/csgs/Satellite?appID=santander.wc.CFWCSancomQP01&c=GSNoticia&canal=CSCORP&cid=1278706412578&empr=CFWCSancomQP01&leng=en_GB&pagename=CFWCSancomQP01%2FGSNoticia%2FCFQP01_GSNoticiaDetalleMultimedia_PT18

Y ahora a por el premio gordo...

This information as to ownership is based on a questionnaire completed on November 5, 2015 on behalf of DDFS Partnership LP. Thomas G. Dundon, as the general partner of DDFS Partnership LP, is the controlling person of DDFS Partnership LP. The address for DDFS Partnership LP is 2100 Ross Avenue, Suite 800, Dallas, Texas 75201.

Also CEO of Santander of the Americas.....who was on their board again?!....right, dogface Bair! How it is nice to be on the inside track...

http://www.bloomberg.com/research/stocks/private/person.asp?personId=23811693&privcapId=28973179

La lista actualizada...

Preferentes se convierten comunes

http://www.insidermonkey.com/blog/is-wmih-corp-wmih-a-good-stock-to-buy-396332/
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Between June 25 and October 30th the Russell 2000 ETF (IWM) lagged the larger S&P 500 ETF (SPY) by more than 14 percentage points as investors worried over the possible ramifications of rising interest rates. The hedge funds and institutional investors we track typically invest more in smaller-cap stocks than an average investor, and we have seen data that shows those funds paring back their overall exposure. Those funds cutting positions in small-caps is one reason why volatility has increased. In the following paragraphs, we take a closer look at what hedge funds and prominent investors think of WMIH Corp (NASDAQ:WMIH) and see how the stock is affected by the recent hedge fund activity.

Is WMIH Corp an exceptional investment right now? Prominent investors are becoming more confident. The number of bullish hedge fund bets went up by 30 lately. WMIH was in 34 hedge funds’ portfolios at the end of September. There were 4 hedge funds in our database with WMIH holdings at the end of the previous quarter. The level and the change in hedge fund popularity aren’t the only variables you need to analyze to decipher hedge funds’ perspectives. A stock may witness a boost in popularity but it may still be less popular than similarly priced stocks. That’s why at the end of this article we will examine companies such as Navios Maritime Acquisition Corp (NYSE:NNA), Kelly Services, Inc. (NASDAQ:KELYA), and Diana Shipping Inc. (NYSE:DSX) to gather more data points.

Now, let’s take a gander at the key action surrounding WMIH Corp (NASDAQ:WMIH).

How have hedgies been trading WMIH Corp (NASDAQ:WMIH)?

Heading into Q4, a total of 34 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of 750% from one quarter earlier. With the smart money’s positions undergoing their usual ebb and flow, there exists a few notable hedge fund managers who were increasing their stakes considerably (or already accumulated large positions).

According to publicly available hedge fund and institutional investor holdings data compiled by Insider Monkey, Appaloosa Management LP, managed by David Tepper, holds the number one position in WMIH Corp (NASDAQ:WMIH). Appaloosa Management LP has a $43.6 million position in the stock, comprising 1.5% of its 13F portfolio. On Appaloosa Management LP’s heels is Greywolf Capital Management, managed by Jonathan Savitz, which holds a $40.6 million position; the fund has 6.6% of its 13F portfolio invested in the stock. Other peers that are bullish contain Stephen J. Errico’s Locust Wood Capital Advisers, Jeff Buick’s Trishield Capital Management and Richard L. Haydon’s Yield Capital Partners (Y/Cap Management).

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