Distressed Debt Weekly Links of Interest
Here is what we are reading this weekend at Distressed Debt Investing
Fairholme Funds' 2011 Portfolio Manager Report [via Fairholme Funds] (Editor Note / Disclosure: I have a position in FAIRX)
General Maritime's Chapter 11 Disclosure Statement [General Maritime Docket]
Interesting analysis on Facebook's IPO [Ragnar is a Pirate Investing Blog]
More rumors that Petroplus' refineries are drawing more bids [Reuters]
Primer of Valuation Multiples [found via Wall Street Prep blog]
Analysis of Colonial Bancgroup's fight with the FDIC with regards to setoff rights [Weil Bankruptcy Blog]
Speaking of Colonial Bancgroup, an amazing analysis of the 8.875% sub notes on the DDIC [Distressed Debt Investors Club]
2 comments:
Regarding Fairholme - this is likely naive, but do they disclose the size of their own stakes in the fund? I quickly glanced through that report and didn't see anything.
Hunter,
As always thanks for posting relevant articles. Would love your thoughts on Berkowitz' statement regarding Sears turning into another Berkshire.
Post a Comment