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If you're going to take the simpleton's route to financial analysis then somebody taking the other side of the argument would say,
Feb 17 08:18 am
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All Comments by contrarian@coalmine »A Common Sense Look at MBIA [View article]
"Why did Warburg Pincus double-down on their original investment in MBIA if they thought that they would be throwing good money after a bad investment?" or/
"Why was Marty Whitman's Third Avenue Value fund averaging down on their investment in MBIA through the end 2007?" Whitman's number crunching abililty is legend, and he has a 1/2 century more experience than Ackman. or/
"Why would Chris Davis of the Davis Select, with an bonafide expertise in investing in financial companies, make a big purchase of MBIA common stock at the end of 2007?"