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Redwood Trust, Inc. Message Board

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  • smoothjazz0204 smoothjazz0204 Jul 8, 2008 9:10 AM Flag


    <Weston's piece is back on the CRZ board, with some editing and some "editor's notes". The following has also been added:

    "Disclosure: Author is long CRZ puts, short TMA stock, short RWT stock, long RWT puts; no position in other companies mentioned.
    [Editor's note: disclosure of author's RWT positions added 7/7/08]"

    There was NO such disclosure following his RWT piece.>

    Please see my post on the RSO board (linked below) regarding why the original CRZ piece was pulled and a rebuttal piece that was just posted. Given the compelling value proposition and strong execution history of RWT, I would suggest someone with intimate knowledge of the RWT to post a rebuttal piece on Seeking Alpha:

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