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Seth Klarman at MIT Sloan

Posted in Everything, Investing, tagged credit, housing, Investing, rating, Seth, Klarman, subprime, mortage, debt, leverage, margin, bubble, larry, kudlow, mit, sloan, warren, buffett, toxic, waste, agenices, main, street, wall, receivables, defaults on April 18, 2008 | No Comments »

On October 27, 2007, Seth Klarman who manages the Baupost Group gave a speech as well as answered questions at the MIT Sloan Investment Management Conference. Klarman stressed tuning out daily market blips. He noted most investors can’t tune out the so called noise. I would tend to agree with this assessment. Even so called [...]

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Dominion Homes Takes Buyout Over Bankruptcy

Posted in Everything, Investing, tagged accounting, Angelo Gordon & CO LP, Arbitrage, balance sheet, book value, Borror, buyout, credit, Dominion, homebuilder, Homes, housing, Kentucky, land, market, Ohio, rating, real estate, Silver Point Capital LP, stocks on February 9, 2008 | No Comments »

On September 10, 2007 I wrote an article about Dominion Homes, the struggling homebuilder based out of Ohio. The company was highly leveraged, had close to no cash on the balance sheet, and owned roughly 400 million dollars in land on the books. With tight liquidity in the housing market the company was [...]

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Archive for the ‘Investing’ Category

Seth Klarman at MIT Sloan

Dominion Homes Takes Buyout Over Bankruptcy

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