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

To: E_K_S who wrote (75220)3/1/2024 4:18:35 PM
From: Madharry  Respond to of 78649
 
why do you think it will go down 20-30%. ? seems like BA has had an above normal number of mishaps lately. I dont own it but it looks like its part of a forever duopoly so the only questions are valuation and execution.

interesting situation with the nyc bank that is troubled. I guess they have sizable loans on buldings, whos apts are rent controlled and now unprofitable has a result the values of those buildings have tanked by 50% and the loans are all underwater relative to the collateral, I am not sure how a new ceo fixes that problem.



To: E_K_S who wrote (75220)3/4/2024 12:55:04 PM
From: Madharry  Read Replies (1) | Respond to of 78649
 
I am adding some Googl today. OT reading an interesting book by David Rubenstein founder of Carlisle Group interviews with prominent money managers. I learned one interesting thing- if you put $25 k in a Barron fund you will be invited to annual performance at lincoln center for his investors. I am about halfway through its an easy read.


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