<?xml version='1.0' encoding='UTF-8'?><?xml-stylesheet href="http://www.blogger.com/styles/atom.css" type="text/css"?><feed xmlns='http://www.w3.org/2005/Atom' xmlns:openSearch='http://a9.com/-/spec/opensearchrss/1.0/'><id>tag:blogger.com,1999:blog-6321089372587128676.post2494891353753597322..comments</id><updated>2010-03-11T16:27:50.800-05:00</updated><category term='Bill Ackman'/><category term='2009 distressed debt'/><category term='g'/><category term='tousa'/><category term='revolvers'/><category term='2011 distressed debt outlook'/><category term='credit agreements'/><category term='Third Avenue Credit'/><category term='distressed debt research'/><category term='value investing'/><category term='howard marks'/><category term='credit bidding'/><category term='Paulson'/><category term='emerging manager hedge fund series'/><category term='Michael Burry'/><category term='Lehman'/><category term='book recommendation'/><category term='Dynegy'/><category term='superinvestor'/><category term='WAMU'/><category term='CEDC'/><category term='distressed investing'/><category term='non-agency rmbs'/><category term='Pershing Square'/><category term='Warren Buffett'/><category term='equitable subordination'/><category term='EA'/><category term='distressed debt case study'/><category term='distressed debt advertisement'/><category term='q/a'/><category term='Linked In'/><category term='Distressed Debt Investors Club'/><category term='adequate protection'/><category term='2011 distressed debt market'/><category term='2010 distressed debt review'/><category term='NewPage'/><category term='abitibibowater'/><category term='value investing concepts'/><category term='high yield returns'/><category term='special situation stocks'/><category term='distressed debt'/><category term='atp'/><category term='liquidations'/><category term='Scion Capital'/><category term='tronox'/><category term='Legal - Mesires'/><category term='debt exchanges'/><category term='incentives'/><category term='distressed debt book reviews'/><category term='Japan investing'/><category term='hedge fund jobs'/><category term='cds auctions'/><category term='due diligence'/><category term='Third Point'/><category term='chrysler'/><category term='high yield'/><category term='concepts'/><category term='terms'/><category term='Greenstone'/><category term='michael milken'/><category term='balance sheet analysis'/><category term='acas'/><category term='distressed debt ideas'/><category term='short ideas'/><category term='examples'/><category term='Canyon Partners'/><category term='bank debt'/><category term='idearc'/><category term='Perry Capital'/><category term='LSTA Conference'/><category term='distressed debt notes'/><category term='spreads'/><category term='MF Global'/><category term='six flags'/><category term='oaktree capital'/><category term='distressed debt exchange'/><category term='list of distressed debt hedge funds'/><category term='leveraged loans'/><category term='restructuring'/><category term='distressed investing news'/><category term='Distressed Debt: Tembec'/><category term='European Distressed Debt'/><category term='European Distressed Debt Conference'/><category term='emerging manager series'/><category term='ggp'/><category term='post reorg equities'/><category term='distressed debt analysis'/><category term='fraudulent conveyance'/><category term='dayton superior'/><category term='high yield bubble'/><category term='money manager interview'/><category term='fairpoint'/><category term='distressed debt interview'/><category term='DIMEQ'/><category term='systematic risks'/><category term='mark sellers'/><category term='Seth Klarman'/><category term='rouse bonds'/><category term='advanced distressed debt concepts'/><category term='ira sohn conference'/><category term='Spansion'/><category term='double dip bankruptcy claim'/><category term='general motors'/><category term='Visteon'/><category term='blockbuster'/><category term='credit markets'/><category term='distressed debt investing'/><category term='AMR'/><category term='Alden Global'/><category term='gap bankruptcy'/><category term='kelly formula'/><category term='gm exchange'/><category term='Nebraska Book'/><category term='shipping'/><category term='insight health bankruptcy'/><category term='distressed debt portfolio management'/><category term='sahm adrangi'/><category term='distressed debt investing concepts'/><category term='distressed debt news'/><category term='CCC index returns'/><category term='distressed debt investing reading list'/><category term='AIG'/><category term='distressed debt conference'/><category term='ira sohn notes'/><category term='cash'/><category term='CLO'/><category term='realogy'/><category term='Marty Whitman'/><category term='hedge fund letter'/><category term='Petroplus'/><category term='restructuring conference'/><category term='trade claims'/><category term='Randy Smith'/><title type='text'>Comments on Distressed Debt Investing: Shareholder Activism and Distressed Debt</title><link rel='http://schemas.google.com/g/2005#feed' type='application/atom+xml' href='http://www.distressed-debt-investing.com/feeds/2494891353753597322/comments/default'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/6321089372587128676/2494891353753597322/comments/default'/><link rel='alternate' type='text/html' href='http://www.distressed-debt-investing.com/2010/03/shareholder-activism-and-distressed.html'/><author><name>Hunter</name><email>noreply@blogger.com</email><gd:image xmlns:gd='http://schemas.google.com/g/2005' rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img2.blogblog.com/img/b16-rounded.gif'/></author><generator version='7.00' uri='http://www.blogger.com'>Blogger</generator><openSearch:totalResults>2</openSearch:totalResults><openSearch:startIndex>1</openSearch:startIndex><openSearch:itemsPerPage>25</openSearch:itemsPerPage><entry><id>tag:blogger.com,1999:blog-6321089372587128676.post-314931219126965690</id><published>2010-03-11T16:27:50.797-05:00</published><updated>2010-03-11T16:27:50.797-05:00</updated><title type='text'>What incentive would Visteon management have to go...</title><content type='html'>What incentive would Visteon management have to go along with this?  In General Growth, mgt. had material equity and bargained for shareholders in good faith.  In Lear, they didn&amp;#39;t and they didn&amp;#39;t.  It seems like fair value on the equity is close to $12 in a normalized environment, but I just don&amp;#39;t see how equity gets there.  Playing for nuisance value?</content><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/6321089372587128676/2494891353753597322/comments/default/314931219126965690'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/6321089372587128676/2494891353753597322/comments/default/314931219126965690'/><link rel='alternate' type='text/html' href='http://www.distressed-debt-investing.com/2010/03/shareholder-activism-and-distressed.html?showComment=1268342870797#c314931219126965690' title=''/><author><name>stuntvehicle</name><email>noreply@blogger.com</email><gd:image xmlns:gd='http://schemas.google.com/g/2005' rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img1.blogblog.com/img/blank.gif'/></author><thr:in-reply-to xmlns:thr='http://purl.org/syndication/thread/1.0' href='http://www.distressed-debt-investing.com/2010/03/shareholder-activism-and-distressed.html' ref='tag:blogger.com,1999:blog-6321089372587128676.post-2494891353753597322' source='http://www.blogger.com/feeds/6321089372587128676/posts/default/2494891353753597322' type='text/html'/><gd:extendedProperty xmlns:gd='http://schemas.google.com/g/2005' name='blogger.itemClass' value='pid-1984989776'/></entry><entry><id>tag:blogger.com,1999:blog-6321089372587128676.post-6101308796825570869</id><published>2010-03-11T10:51:59.359-05:00</published><updated>2010-03-11T10:51:59.359-05:00</updated><title type='text'>Did you read the Fortune article on Plainfield?  I...</title><content type='html'>Did you read the Fortune article on Plainfield?  I heard there werent any real analysts left there</content><link rel='edit' type='application/atom+xml' href='http://www.blogger.com/feeds/6321089372587128676/2494891353753597322/comments/default/6101308796825570869'/><link rel='self' type='application/atom+xml' href='http://www.blogger.com/feeds/6321089372587128676/2494891353753597322/comments/default/6101308796825570869'/><link rel='alternate' type='text/html' href='http://www.distressed-debt-investing.com/2010/03/shareholder-activism-and-distressed.html?showComment=1268322719359#c6101308796825570869' title=''/><author><name>Anonymous</name><email>noreply@blogger.com</email><gd:image xmlns:gd='http://schemas.google.com/g/2005' rel='http://schemas.google.com/g/2005#thumbnail' width='16' height='16' src='http://img1.blogblog.com/img/blank.gif'/></author><thr:in-reply-to xmlns:thr='http://purl.org/syndication/thread/1.0' href='http://www.distressed-debt-investing.com/2010/03/shareholder-activism-and-distressed.html' ref='tag:blogger.com,1999:blog-6321089372587128676.post-2494891353753597322' source='http://www.blogger.com/feeds/6321089372587128676/posts/default/2494891353753597322' type='text/html'/><gd:extendedProperty xmlns:gd='http://schemas.google.com/g/2005' name='blogger.itemClass' value='pid-740024655'/></entry></feed>
