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  • Don't Expect Other Bidders for Bear - Certainly Not Buffett [View article]
    Dear Whitney, always on the money. If Saloman Bros was a bomb, Bear is the thermonuclear device. Why would Warren want to devote his energy on a basket case when he can stick something boring like railcars (Marmon Industries).
    Mar 18 07:22 am |Rating: 0 0 |Link to Comment
  • Bear Stearns Sold for an Embarrassing $236m [View article]
    If you ask me JP Morgan paid too much, i think Bear Stearns is a bit like Barings after Nick Leeson ran through it. JPM should have paid a symbolic $1 for it all and take the liabilities. Of course having the Fed in your pocket is something we should all aspire too!
    Mar 17 06:43 am |Rating: 0 0 |Link to Comment
  • Berkshire Hathaway Appears Undervalued [View article]
    Great article Philip. However i disagree with your hypothesis about activist hedge funds breaking up Berkshire. From what i understand it will take eons for any other shareholder to accumulate a large position to make a difference. Even GE which has treaded water since 2001 is so big that a 5% stake is like $18billion and the only activist players who can do this (without debt) are soverign wealth funds.
    Mar 04 06:10 am |Rating: 0 0 |Link to Comment
  • U.S. Mortgaging Its Future for Sovereign Fund Investments [View article]
    Dear Ken

    You're an embrassment. Maybe you should investigate the root causes of why American companies are requiring foreign capital to top up their balance sheets. No foreign investor forced them to invest in CDO's and dodgy sub-prime stuff. Anyway US companies invest overseas buying other companies (see GE) and rarely do other countries complain. You should give yourself an uppercut.
    Jan 26 19:41 pm |Rating: 0 0 |Link to Comment
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