Anil's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/223386/comments http://seekingalpha.com/article/100442-sirf-undervalued-or-value-trap?source=feed#comment-284684 284684
That's an interesting view. However I am not in agreement that public companies are valued lower than private.

If there is dearth of quality private companies looking for capital or a specific VC firm has trouble with deal flow or funnel then its another story. I think the valuation in Private company adjust to new valuation at each round dynamically. But since they are not traded every day, some private companies which raised a decent round in good times don't have a "mark-to-market" till their next round.

Over all I agree with your analysis. The management of SIRF would be looking at their past valuations and would likely awaiting return of sunny days till it does not matter any more. Look at Yahoo... I think that's because we are people in Exec are optimists otherwise they won't even get invited for an interview!!!

LOL.

Anil
]]> Fri, 17 Oct 2008 13:22:04 -0400
That's an interesting view. However I am not in agreement that public companies are valued lower than private.

If there is dearth of quality private companies looking for capital or a specific VC firm has trouble with deal flow or funnel then its another story. I think the valuation in Private company adjust to new valuation at each round dynamically. But since they are not traded every day, some private companies which raised a decent round in good times don't have a "mark-to-market" till their next round.

Over all I agree with your analysis. The management of SIRF would be looking at their past valuations and would likely awaiting return of sunny days till it does not matter any more. Look at Yahoo... I think that's because we are people in Exec are optimists otherwise they won't even get invited for an interview!!!

LOL.

Anil
]]> http://seekingalpha.com/article/84095-fannie-and-freddie-lets-call-the-whole-thing-off?source=feed#comment-206287 206287 Tue, 15 Jul 2008 15:28:01 -0400 http://seekingalpha.com/article/84704-who-s-to-blame-for-indymac-s-failure?source=feed#comment-206255 206255
People wake up.... Just because some one says so-an-so is poor does not mean a bank will go bankrupt.

I can assure of any comment of those type will not affect Charles Schwab for that matter..
]]> Tue, 15 Jul 2008 15:02:10 -0400
People wake up.... Just because some one says so-an-so is poor does not mean a bank will go bankrupt.

I can assure of any comment of those type will not affect Charles Schwab for that matter..
]]> http://seekingalpha.com/article/85036-time-to-exempt-mortgage-securities-from-mark-to-market-rules?source=feed#comment-206035 206035
They can write up only to the extent the write down is due to such down turn.

Once the write down is over, more likely the write ups will be in line with historic averages for home price appreciations.

Have I missed something?]]> Tue, 15 Jul 2008 11:30:06 -0400
They can write up only to the extent the write down is due to such down turn.

Once the write down is over, more likely the write ups will be in line with historic averages for home price appreciations.

Have I missed something?]]> http://seekingalpha.com/article/84357-fannie-and-freddie-when-the-gses-go-so-goes-the-dollar?source=feed#comment-203114 203114
Although your analysis is good, it may contain one small flawed assumption. "The housing value of the assets will return to previous values". While this may come true in next 10 years, the NPV of those gains vs. cost of carrying these resources may not be attractive.

I guess it depends on what side is the bias. If we think that housing prices will return to their peak in next 3 years or so then your argument may have merit.

What are your thoughts?
]]> Fri, 11 Jul 2008 12:50:48 -0400
Although your analysis is good, it may contain one small flawed assumption. "The housing value of the assets will return to previous values". While this may come true in next 10 years, the NPV of those gains vs. cost of carrying these resources may not be attractive.

I guess it depends on what side is the bias. If we think that housing prices will return to their peak in next 3 years or so then your argument may have merit.

What are your thoughts?
]]> http://seekingalpha.com/article/84205-chinese-bubble-bursts-thanks-for-the-wild-ride?source=feed#comment-201525 201525 Wed, 09 Jul 2008 12:26:52 -0400