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Andrew Horowitz
Andrew Horowitz
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Sigh of Relief on Lehman, Goldman Earnings
[
View article
]
Tie:
Will continue to update at
www.thedisciplinedinve...
Mar 20 08:40 AM
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Financial Stocks Trading Near Book Value
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FELIX!
Book value ratios are based on the value of the book. We are not sure how to value Bear's book/assets. More risk there.
By the way, why is there no disclosure of holdings included. You have written a few bullish posts on BSC. Position???
Mar 14 08:53 AM
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Sigh of Relief on Lehman, Goldman Earnings [View article]
Will continue to update at
www.thedisciplinedinve...
Financial Stocks Trading Near Book Value [View article]
Book value ratios are based on the value of the book. We are not sure how to value Bear's book/assets. More risk there.
By the way, why is there no disclosure of holdings included. You have written a few bullish posts on BSC. Position???