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« The Fashionable Post-Foreclosure Option | Main | Utah Trip Lessons »

We Are Here Redux

cslniu

A couple of weeks ago I posted the image below, taken from Bill Ackman's presentation at the Ira Sohn investing conference.


click to view larger image

For anybody who is interested, the full presentation is available online at this time:

Who's Holding the Bag? (Please note that this is a 735K pdf!)

Also, Mish has posted a nice two-article piece that summarizes much of the information in an understandable form. It's available at Minyanville:

Mish's Monte Carlo Simulation of CDOs: Part I
Mish's Monte Carlo Simulation of CDOs: Part II

-btc


Posted on June 8, 2007 8:19 PM | Digg!

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