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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (30950)5/14/2008 1:39:42 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78740
 
You can think whatever you want, just don't assume that others should agree with you. Maybe you can answer this question: How BRK exposure to derivatives should be accounted? Should he mark his sold naked puts to market or not? He is not buying them back right now (or in the foreseeable future) so with your reasoning, they should not be marked to market. So how do you decide what to mark to market and what not to? Is there some Madharry rule that has to be followed? And how is it better than the current accounting rules?



To: Madharry who wrote (30950)5/14/2008 2:57:05 PM
From: Spekulatius  Read Replies (1) | Respond to of 78740
 
MBI - i think this will become a case study for accounting studies. bottom line for me is - they lost 6-7B$ pretax on market -market losses in the last quarter.

As far as investing (or should I say gambling) in MBI stock is concerned one needs to ask a simple question: Can I trust management that buries 3.6B$ in a footnote?


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