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Tastylunch (29.93)

October 2009

Recs

28

General Electric (GE) stock may be worth Zero

October 26, 2009 – Comments (31) | RELATED TICKERS: GE

Not sure I completely agree with this thesis but it's seductively simple.  [more]

Recs

9

Wisdom from Seth Klarman

October 23, 2009 – Comments (9) | RELATED TICKERS: FACT.DL , BBEP

Distressed Debt Investing has been running an awesome series of investor letters from Baupost group (run by value investing legend Seth Klarman)  [more]

Recs

14

Reverse Shell Mergers :Fascinating New Research

October 09, 2009 – Comments (5) | RELATED TICKERS: AXG.DL

Saw this on greenbackd the other day, I guess I missed it when it hit SSRN  [more]

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