by Tim Delaney | Jan 24, 2015
Last December 28 AirAsia Flight 8501 left Surabaya in Indonesia bound for Singapore with 162 passengers and crew on board. An hour from takeoff the plane disappeared from radar, and five days later searchers found the wreck in the Java Sea. There were no survivors....
by Ron Carleton | Dec 11, 2012
1) I will think like an equity analyst. In order to properly assess the credit risk of a company, you must understand what management is thinking. Since management works for the owners of the company, not its creditors, you must think like an owner. Is there a...
by Ron Carleton | Sep 26, 2012
The Background: I was a vice president at a global bank, responsible for a diverse group of clients in North America. One of my clients was considering a major reorganization of its business and restructuring of its balance sheet, and it hired my bank as financial...
by Tim Delaney | Sep 1, 2012
Last October, David Einhorn, head of Greenlight Capital, a hedge fund famous for taking short positions in Lehman Brothers’ shares before Lehman failed, attacked Green Mountain Coffee Roasters’ in a presentation at an investors’ conference. It was a...
