Comments on: Fannie, Freddie, and Preparing for Black Swans http://streetcapitalist.com/2008/09/07/fannie-freddie-and-preparing-for-black-swans/ Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas. Thu, 10 Feb 2011 04:28:00 +0000 hourly 1 http://wordpress.org/?v=3.2 By: Gunnlaugur Briem http://streetcapitalist.com/2008/09/07/fannie-freddie-and-preparing-for-black-swans/comment-page-1/#comment-1056 Gunnlaugur Briem Wed, 10 Sep 2008 16:25:13 +0000 http://streetcapitalist.com/?p=262#comment-1056 "Going through Spier’s checklist, you’ll see..." I'd love to. Is it published anywhere? The link to aquamarinefund.com yields nothing, nor did a quick googling. Are his investing principles public? “Going through Spier’s checklist, you’ll see…”

I’d love to. Is it published anywhere? The link to aquamarinefund.com yields nothing, nor did a quick googling. Are his investing principles public?

]]> By: Gunnlaugur Briem http://streetcapitalist.com/2008/09/07/fannie-freddie-and-preparing-for-black-swans/comment-page-1/#comment-5692 Gunnlaugur Briem Wed, 10 Sep 2008 16:25:00 +0000 http://streetcapitalist.com/?p=262#comment-5692 "Going through Spier’s checklist, you’ll see..." I'd love to. Is it published anywhere? The link to aquamarinefund.com yields nothing, nor did a quick googling. Are his investing principles public? “Going through Spier’s checklist, you’ll see…”

I’d love to. Is it published anywhere? The link to aquamarinefund.com yields nothing, nor did a quick googling. Are his investing principles public?

]]> By: Tariq http://streetcapitalist.com/2008/09/07/fannie-freddie-and-preparing-for-black-swans/comment-page-1/#comment-1030 Tariq Sun, 07 Sep 2008 21:19:31 +0000 http://streetcapitalist.com/?p=262#comment-1030 I think it's possible, especially if there's a supply / demand event. Imagine if you're a fund that held a large amount of Fannie Stock that may become close to $0 soon. You might be forced into making redemptions and have to sell other profitable or good positions to do so. That kind of selling may irrationally depress those good companies and present opportunities for investors. But for now we'll have to wait and see what kind of market reaction comes as a result. I think it’s possible, especially if there’s a supply / demand event. Imagine if you’re a fund that held a large amount of Fannie Stock that may become close to $0 soon.

You might be forced into making redemptions and have to sell other profitable or good positions to do so. That kind of selling may irrationally depress those good companies and present opportunities for investors.

But for now we’ll have to wait and see what kind of market reaction comes as a result.

]]> By: Tariq http://streetcapitalist.com/2008/09/07/fannie-freddie-and-preparing-for-black-swans/comment-page-1/#comment-5691 Tariq Sun, 07 Sep 2008 21:19:00 +0000 http://streetcapitalist.com/?p=262#comment-5691 I think it's possible, especially if there's a supply / demand event. Imagine if you're a fund that held a large amount of Fannie Stock that may become close to $0 soon. You might be forced into making redemptions and have to sell other profitable or good positions to do so. That kind of selling may irrationally depress those good companies and present opportunities for investors. But for now we'll have to wait and see what kind of market reaction comes as a result. I think it’s possible, especially if there’s a supply / demand event. Imagine if you’re a fund that held a large amount of Fannie Stock that may become close to $0 soon.

You might be forced into making redemptions and have to sell other profitable or good positions to do so. That kind of selling may irrationally depress those good companies and present opportunities for investors.

But for now we’ll have to wait and see what kind of market reaction comes as a result.

]]> By: George http://streetcapitalist.com/2008/09/07/fannie-freddie-and-preparing-for-black-swans/comment-page-1/#comment-1029 George Sun, 07 Sep 2008 21:08:27 +0000 http://streetcapitalist.com/?p=262#comment-1029 Great post! I especially liked the Warren Buffett quote at the end about waiting for fat pitch. Now my question is, does the melt down of Fannie Mae and Freddie Mac potentially create a fat pitch elsewhere in the market? Is there an opportunity associated with this disaster? Great post! I especially liked the Warren Buffett quote at the end about waiting for fat pitch.

Now my question is, does the melt down of Fannie Mae and Freddie Mac potentially create a fat pitch elsewhere in the market? Is there an opportunity associated with this disaster?

]]> By: George http://streetcapitalist.com/2008/09/07/fannie-freddie-and-preparing-for-black-swans/comment-page-1/#comment-5690 George Sun, 07 Sep 2008 21:08:00 +0000 http://streetcapitalist.com/?p=262#comment-5690 Great post! I especially liked the Warren Buffett quote at the end about waiting for fat pitch. Now my question is, does the melt down of Fannie Mae and Freddie Mac potentially create a fat pitch elsewhere in the market? Is there an opportunity associated with this disaster? Great post! I especially liked the Warren Buffett quote at the end about waiting for fat pitch.

Now my question is, does the melt down of Fannie Mae and Freddie Mac potentially create a fat pitch elsewhere in the market? Is there an opportunity associated with this disaster?

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