Dear Mr. Buffett_ What an Investor Learns 1,269 Miles From Wall Street - Janet M. Tavakoli [144]
Blackjack card counting, hedge fund manager genius evidence
Black October crash (1987)
Blackrock, losses
Blackstone, FGIC share
Blog of War,The (Burden)
Blum, Mike
Blumkin, Rosa
Bond insurers
AAA rating
Ackman/Einhorn concerns
credit enhancement, providing
downgrading
guarantees
trouble
Borden, Alfred (magician)
Borrowers, fraud
Black swan
Bove, Richard (Dick)
Boyle, Phelim
Bradlee, Benjamin C.
Bremer, Paul (budget disappearance)
Broad, Eli
Brokers, rate increase
Buffett, Astrid
Buffett, Howard
Buffett, Susie
Buffett,Warren
advantage
All Stars memo
appearance
bridge, playing
business investments
cash investment
civility
conditional probabilities
earnings
economist knowledge, contrast
Buffett,Warren (continued)
financial institutions, position sale
Five Percent Solution
fortune, donation
Goldman Sachs, preferred stock investment
Gutfreund rescue
interests
intrinsic value, increase
investments, multiplication
Kill Bill article
lending rule
letter
response
leverage, avoidance
logic, preference
market opportunities
mistakes, examination
news business, change
newspapers, attraction
nostalgia, impact (absence)
polymath
purchase, preference
reputation
risk, perspective
safety margin
shareholder letter (2007)
skill
stock options, absence
tax efficient average annual return
unexercised stock options, holding
value/growth companies, opinion
Washington Post editorial
Burden, Matthew Currier
Bush, George H.W.
Bush, George W.
Bush subprime lending crisis, Spitzer screed
Business Wire (Berkshire subsidiary)
C
Calamos, Sr., John P.
Canadian money market funds investments, risky leveraged subprime products (impact)
Capital Cities/ABC, Inc., Berkshire Hathaway ownership
Carlucci, Frank
Carlyle Capital Corporation Ltd. (CCC // Carlyle Capital)
assets, usage
Bear Stearns exposure
creditors, Fed bailout
fund trouble
investments, value
investor loss
Carlyle Group
credit line, increase
creditors
Federal Reserve Bank bailout
funds
private equity firm
Carriage crowd
Carter, Jimmy
Caviar crowd, investor search
Cayne, James E.
resignation
Churchill,Winston
Cialdini, Robert
Cifuentes, Arturo
Cioffi, Ralph
Bear Stearns exit
indictment
Citigroup
dividend, profit relationship
losses
Coca-Cola
Cohen, Steven (earnings)
Cohen Brothers
Coleman,Timothy
Collateralized debt obligation (CDO)
backing, debt combination (usage)
CDO-squared deals
CDO-squared positions
equity, Cioffi examination
hawala
investment
market, growth
Moody model
problems
Collateralized Debt Obligations & Structured Finance (Tavakoli)
Collateralized mortgage obligation (CMO), price
Collins & Aikman, default/bankruptcy
Commercial Financial Services, charged-off credit card receivables management
Commodity money
Compounded returns, calculation
Conditional probabilities
Constant proportion debt obligations (CPDOs)
downgrading
Constellation deals, problems
Consumer Deception Award
Consumer value, Buffett search
Conway,William E.
Corporate malfeasance, Buffett perspective
Corporations, investigation
Coren, Scott R.
Counterphobic competitiveness
Countrywide
asset-backed commercial paper, bailout
bailout
Bank of America Corp. purchase
Federal Reserve Bank authority
Interest-Only program, expansion
lawsuits
loans, trouble
problems
Cox, Christopher
capital adequacy, statement
testimony
Creation bias
Credit, money type
Credit derivatives
feature
leverage impact
liquidity destruction
mispricing
opacity
usage
Credit Derivatives & Synthetic Structures (Tavakoli)
Credit loan accounts, servicer collection/recordation
Credit models, inputs
Credit Suisse Alternative Capital (CSAC), conflicts of interest
Credit Suisse First Boston (Oakwood Homes Credit line)
Cruise,Tom
Crystal, Billy
Cusack, John
Credit Suisse First Boston, loss projections
D
D’Anicllo, Dan
Daily Show with Jon Stewart,The
Davis, Shelby
Dead Man’s Curve
rounding
scenario
trade
Deal sponsors, due diligence (responsibility)