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    Saturday, August 1, 2020

    Value Investing Damodaran - Lessons from the COVID crisis

    Value Investing Damodaran - Lessons from the COVID crisis


    Damodaran - Lessons from the COVID crisis

    Posted: 31 Jul 2020 08:38 AM PDT

    Baupost Group Q2 2020 Letter

    Posted: 31 Jul 2020 11:58 AM PDT

    How has mortgage forbearance affected MBS?

    Posted: 31 Jul 2020 02:40 PM PDT

    As I understand it, MBS are sold by issuers with a fixed yield, correct? Issuers will pocket a spread basically as compensation for securitizing the debt.

    What happens to MBS in the event of mortgage forbearance? I've read that the payments are just deferred and tacked on at the end, but how does that affect the payout structure for the securities?

    submitted by /u/polemicsauce
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    A conversation with the Sequoia Fund’s managers

    Posted: 31 Jul 2020 08:23 AM PDT

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