Value Investing The Cautionary Tale of Equity Research

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• The Cautionary Tale of Equity Research
• Internet Escape Velocity
• Countrywide (and others) pre-2009

The Cautionary Tale of Equity Research Posted: 03 Aug 2020 05:05 AM PDT submitted by /u/Beren- [link] [comments]

Internet Escape Velocity Posted: 03 Aug 2020 01:14 PM PDT submitted by /u/ilikepancakez [link] [comments]

Countrywide (and others) pre-2009 Posted: 03 Aug 2020 09:17 AM PDT I took a brief look at Countrywide's 10-k and noticed a few things: 90+ day delinquencies rose significantly in the 1-2 years leading up to their buyout from BofA LTVs of mortgages are mixed. The investment portfolio looked weak with over 50% at 80-100% LTVs. My two questions are: Is this what investors should have looked at to determine their relatively weak position among the financial institutions? What else was obvious to see it was a risky situation? submitted by /u/financiallyanal [link] [comments]

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