Value Investing Damodaran - Lessons from the COVID crisis |
- Damodaran - Lessons from the COVID crisis
- Baupost Group Q2 2020 Letter
- How has mortgage forbearance affected MBS?
- A conversation with the Sequoia Fund’s managers
Damodaran - Lessons from the COVID crisis Posted: 31 Jul 2020 08:38 AM PDT |
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? [link] [comments] |
A conversation with the Sequoia Fund’s managers Posted: 31 Jul 2020 08:23 AM PDT |
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