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Andrew Horowitz » Comments » LEH

  • The Coming Crash of 2008: A Result of Overleveraging  [View article]
    If you would like to hear from HARRY DENT about this, he was on with David Gaffen (Wall Street Journal) this week's - The Disciplined Investor Podcast - they tells an amazing story..

    www.thedisciplinedinve.../
    Mar 20 08:46 am |Rating: 0 0 |Link to Comment
  • Sigh of Relief on Lehman, Goldman Earnings [View article]
    Tie:

    Will continue to update at
    www.thedisciplinedinve...
    Mar 20 08:40 am |Rating: 0 0 |Link to Comment
  • Financial Stocks Trading Near Book Value [View article]
    FELIX!

    Book value ratios are based on the value of the book. We are not sure how to value Bear's book/assets. More risk there.

    By the way, why is there no disclosure of holdings included. You have written a few bullish posts on BSC. Position???
    Mar 14 08:53 am |Rating: 0 0 |Link to Comment
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