In their July letter to investors, the team at Gator Financial Partners outlined their long position in SLM Corporation, the holding company for Sallie Mae. The student loan business has been changing a lot in recent years, and some have become concerned that federal student loans will take a large bite out of Sallie Mae’s business, but the Gator team says that won’t be the case.
Q2 hedge fund letters, conference, scoops etc
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