bandofanalysts

Location: New York
Website: http://bandofanalysts.com

Joined Dec 24, 2009

Bio: hedge fund investor

bandofanalysts
$C: Simplifying a Complicated Investment - Band of Analysts video lesson (http://bit.ly/cddjoE)

Feb. 18 at 8:53 PM

from Twitter
bandofanalysts
Buffett on $KFT, $WFC, $BRK, and the bank tax (http://bit.ly/5VwhFq)

Jan. 20 at 9:32 PM

from Twitter
bandofanalysts
$RHIE big move (up or down) by Jan 22 (forbearance deadline). Priced for extinction b/c likely bankrupt. Maybe worth a gamble on sell-offs.

Jan. 15 at 4:47 PM

from Twitter
bandofanalysts
$LAB finally liquidating. Price should start converging to tangible book value of $5.39. Depends on quarter details.

Jan. 13 at 5:12 PM

from Twitter
bandofanalysts
$GOOG has been facing great obstacles in China, so this may be a great way to get out while "saving face".

Jan. 13 at 11:27 AM

from Twitter
bandofanalysts
$RHIE not "oversold". Forbearance agreement may end before Jan 22 deadline. Traders taking a shot just in case.

Jan. 13 at 11:23 AM

from Twitter
bandofanalysts
$GGWPQ down b/c $SPG announced cash tender offer for its debt, so it will use up cash that some thought would go for a $GGWPQ bid

Jan. 12 at 1:04 PM

from Twitter
bandofanalysts
$NGD up 12% after exercising right of first refusal re: $ABX acquisition of 70% stake in El Morro mine (bit.ly/7lVcCk)

Jan. 8 at 8:33 AM

from Twitter
bandofanalysts
$C not participating in financials melt-up because of practically no CRE exposure or short interest

Jan. 7 at 3:47 PM

from Twitter
bandofanalysts
Positive analyst reports on deferred tax asset issues and commercial real estate boost $ZION, $MI, $FITB, etc.

Jan. 7 at 3:32 PM

from Twitter
bandofanalysts
$GGWPQ another part of the debate is at what price the debt will be converted into equity. No conversion has occurred at "fair value".

Dec. 30 at 7:14 PM

from Twitter
bandofanalysts
Hovde's response to Pershing Square's counter to the short thesis on General Growth Properties ($GGWPQ) http://bit.ly/5Cq2Yw

Dec. 29 at 6:48 PM

from Twitter
bandofanalysts
$RHIE entered forebearance agreement last night, probably in default. library value may be too low for any equity value.

Dec. 24 at 10:05 AM

from Twitter

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