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Mispricing


Buffett's Big Muni Bond Offer: CNBC Interview Transcript

This morning on CNBC's Squawk Box, Warren Buffett publicly revealed for the first time that he has offered to reinsure $800 billion in municipal bonds now covered by the troubled insurers MBIA, Ambac...

Started in Mispricing • 2 years ago • 0 responses
Tags: muni bond insurers, warren buffett, ajit jain, municipal bonds
How Lee Ainslie does it

As [Lee] Ainslie [founder of Maverick Capital Ltd. of Dallas] began attracting assets and adding investment staff, he created a business model that differs slightly from those of most large funds,...

Started in Mispricing • 2 years ago • 0 responses
Tags: lee ainslie
A Sense of the Future

How do you predict the future without making a fool of yourself? You can extrapolate current trends to their logical next steps, but unless you stick to the weather -- hurricanes a-comin' next year!...

Started in Mispricing • 2 years ago • 0 responses
Transcript: Tony Tan of Singapore’s Government Investment Corporate

Interview with Tony Tan, deputy chairman and executive director of the Government Investment Corporation of Singapore at Davos, January 25 The Transcript

Started in Mispricing • 2 years ago • 0 responses
Tags: tony tan, government investment corporate
What Went Wrong at Citi and Merrill

Economist Henry Kaufman says senior management was caught up in frenzied pursuit of short-term gain. But "Dr. Doom" still has faith in the American economy's resilience.Senior managements and the...

Started in Mispricing • 2 years ago • 0 responses
Tags: henry kaufman, merrill lynch, citigroup, leh, c
Michael Steinhardt Speaks

Legendary investor Michael Steinhardt, known to many as the father of the modern hedge fund era, offers his perspective on the Fed and advice for today’s tumultuous market. Direct Link

Started in Mispricing • 2 years ago • 0 responses
Tags: michael steinhardt
Resolutions on Randomness: Beware the Black Swan

Resolutions on Randomness: Beware the Black SwanYou pay close attention to your marketing campaigns. You resolve to be ever more quantitative and rigorous in your approach for 2008. But have you also...

Started in Mispricing • 2 years ago • 0 responses
Tags: randomness, black swan
Ghosn Maps Path Through Slump

Nearly a decade ago, Carlos Ghosn rose to fame for rescuing Nissan Motor Co. from near collapse and turning it into one of the world's most profitable auto makers.Today, Mr. Ghosn, 54 years old, now...

Started in Mispricing • 2 years ago • 0 responses
Tags: renault, carlos ghosn, nissan, nissan motor
View from the Top transcript: John Thain

A transcript of the FT’s interview with John Thain, chief executive of Merrill Lynch. He speaks to US managing director Chrystia Freeland about managing risk, CDOs, monolines, emerging markets, the...

Started in Mispricing • 2 years ago • 0 responses
Tags: john thain, merrill lynch
Market Valuation (P/10-year MAE)

Source: http://www.ft.com/cms/s/0/216d5320-caaf-11dc-a960-000077b07658.html

Started in Mispricing • 2 years ago • 0 responses
Tags: market valuation
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