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Author Archives: Timeless Investor
How to study Bible lifelong – learn from John F. MacArthur
How to study Bible lifelong – great learning from John F. MacArthur,
Thursday’s links 12/28/2017
Here are some interesting links for today
Great analysis on “the 4th Amendment” of GSE
This is a Great analysis on “the 4th Amendment” of GSE.
John Paulson’s recent take on GSE preferreds
Here is John Paulson’s recent take on GSE preferreds. I think he is right, there is still some upsides (3:1 return) in these preferreds.
Should I consider invest in bonds of GSE?
According to Bloomberg, The Next Big Trade for Bond Investors Is Betting on U.S. Homeowners.
The key to investing success is ‘critical thinking’ – from David Einhorn CNBC
David Einhorn shared the most important factor for his investing success during a rare talk at the Oxford Union last month. It might be worthwhile for me to watch through his 50 minutes interview to learn his outstanding investment journey.
Posted in Gurus, Investment Knowledge, Investment Methodologies
Tagged David Einhorn
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Quick take on GSE Preferreds and commons
One member from Seeking Alpha put a very interesting comment on GSE Preferreds and commons,
Recent Precedents of AIG and Ally Financial recapitalization plan provide template for future GSE recap plan
Recent Precedents of AIG and Ally Financial recapitalization plan provide template for future GSE recap plan. See Moelis report p.8, and 9 (Safety-and-Soundness-Blueprint)
Conversion of Preferred stocks of GSE?
It is assumed that there might be conversion of preferred stocks of GSE to common stocks in order to raise capital. Could this benefits significantly for the preferred stock holders?
Congressional Record from Dec 2015 discussing GSE Jumpstart will be done by Jan 2, 2018
Will Jan 2, 2018 be the day GSE’s conservatorship will be ended? If so, should I well position in preferred before this day?