malach hamovess

Intrinsic Value Investing: Recognizing Potentially Mispriced Stocks

Intrinsic value expectations and investing on such calculations presuppose a market which isn't frozen and has normal access to debt capital.

Current inability to roll over reasonable maturing debt, and the inability to finance transactions in a normal and expected manner, makes a shambles of any sort of value investing.

If you can't finance it, maybe it's not really worth what you think.

15 Companies That Might Not Survive 2009

the list is very heavily populated by retailers, gambling, and other obvious victims of the consumer/credit slowdown.

What's missing are the industrial, chemical, oil service, etc companies that have not yer reared their ugly heads..

they're not immune either.