Distressed Debt Weekly Links of Interest
What I am reading this weekend:
Third Avenue 2nd Quarter Commentary for their various funds (will have a post up on this soon) [Third Avenue Management]
Ambac's Disclosure Statement [Ambac Chapter 11 Docket]
Citron Research's short thesis on ZAGG [Citron Research]
An incredible piece on change of control provisions in bankruptcy, specifically in the Young Broadcasting [Bankruptcy Law Blog]
Notes from Charlie Munger's last "Wesco meeting" [Inoculated Investor]
Fantastic piece on how cheap old tech is versus recent tech IPOs [Washington Post]
Most comprehensive notes I've seen yet from May's BRK Annual Meeting [Dr. David Kass' blog]
2 comments:
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