tag:blogger.com,1999:blog-6321089372587128676.post7888632787196825877..comments2023-10-17T10:01:00.917-04:00Comments on Distressed Debt Investing: Companies that Might Go Bankrupt?Unknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6321089372587128676.post-7171707690798940212009-09-28T00:22:12.891-04:002009-09-28T00:22:12.891-04:00I think it is...what is showing up?I think it is...what is showing up?Hunterhttp://www.distressed-debt-investing.comnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-9957355876881339702009-09-18T13:02:19.033-04:002009-09-18T13:02:19.033-04:00Hunter, is your RSS feed updating correctly? It...Hunter, is your RSS feed updating correctly? It's not coming through correctly on my end.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-86803142541384734612009-09-17T21:45:42.259-04:002009-09-17T21:45:42.259-04:00This is a perfect illustration why models are no s...This is a perfect illustration why models are no substitute for individual company analysis. Liberty Media Corporation (Capital) is not even an entity, it's just a tracking stock, and so it cannot file bankruptcy. And if LCAPA were an entity it has $2b in cash, $1b in TWC/TWX stock, numerous other valuable assets, and no maturies until 2023. It should clearly take up residence on the courthouse steps - don't even wait a year.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-45213797173021028042009-09-17T20:32:13.135-04:002009-09-17T20:32:13.135-04:00That list is way off. I know the stories on most ...That list is way off. I know the stories on most of them also. 4 are possible candidates. The rest are probably fine.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-25318598770788826512009-09-17T20:03:27.047-04:002009-09-17T20:03:27.047-04:00Selection bias? The list only includes companies w...Selection bias? The list only includes companies w/ > $1 bln market cap. Markets may not be efficient, but they aren't stupid either. Not a lot of near-term bankruptcy candidates have that much equity value. There are at least 5 on that list that I would bet my net worth on not filing--and I'm pretty risk averse.Nathannoreply@blogger.com