lance2210

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Tue Mar 18th 07:22 AM | Rating: 0 0
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Don't Expect Other Bidders for Bear - Certainly Not Buffett

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).
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Mon Mar 17th 06:43 AM | Rating: 0 0
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Bear Stearns Sold for an Embarrassing $236m

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!
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Tue Mar 4th 06:10 AM | Rating: 0 0
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Berkshire Hathaway Appears Undervalued

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.
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Sat Jan 26th 19:41 PM | Rating: 0 0
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U.S. Mortgaging Its Future for Sovereign Fund Investments

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.
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