Rolfe Winkler

Afternoon Links 1-20

January 20, 2010

Must Read – Short sale fraud + follow-up (Olick, CNBC) Great sleuthing from Diana Olick. Sounds like outright fraud being committed by big banks. One follow up question: In many cases, the second-lien holder is also the first lien holder. How is that impacting short-sales?

Burlington…not so Buffett-like

November 3, 2009

So I thought I’d do a little number crunching on Buffett’s Burlington deal. What does that tell us? That Buffett is paying a full price for a business with mediocre returns on capital, that he’s betting on growth, not value.

Huffington Post: Housing still heading south

By Reuters Staff
April 28, 2008

Tell you something you don’t already know, right? Though the conclusion has been stated often enough, it’s nice to see data to back up the story. For that, check out Hale Stewart’s latest article over at Huffington Post (via Patrick).