[lbo-talk] Oooh, soo close!

Jordan Hayes jmhayes at j-o-r-d-a-n.com
Wed Mar 19 09:46:53 PDT 2008


Shane writes:


> The supposed "bailout" of Bear looks more like daylight
> robbery by Morgan and the Fed--their Manhattan headquarters alone is
> worth *4 times* the "offer they can't refuse" ...

Don't forget that the probable value of Bear's other holdings is negative.

If I have $10M of debt and a $4M asset, selling the combined -$6M value for $500k doesn't make it a steal.

/jordan



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