News from Washington today can only be encouraging…for a change.
Month: October 2009
News from Washington today can only be encouraging…for a change.
Every time I listen to Compass Diversified’s (CODI) CEO I like him more….he is a patient guy. For those not familiar, here is why we bought. (Hit the tag for all posts on the company)
Every time I listen to Compass Diversified’s (CODI) CEO I like him more….he is a patient guy. For those not familiar, here is why we bought. (Hit the tag for all posts on the company)
We first posted this about a year ago, but since we have been talking so much about him recently, it is worth another look.
I can’t stress the importance of this enough, especially today. Credit/Debt markets are changed for several years to come and perhaps permanently. The strength of a company’s balance sheet is going to become of a primary importance as we go forward.
Categories
Subs: Out of a Holding
This is NOT the best way to be playing this at the present time….
As far as I am concerned, the best event of the year for us value folk…
Columbia’s Bruce Greenwald make some fantastic points. The second video is especially important as he talks about Fannie (FNM), Freddie (FRE) and why ignoring the balance sheet can be disastrous.