Comments on: Predicting Corporate Events http://alephblog.com/2009/07/31/predicting-corporate-events/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Sun, 12 Feb 2012 22:02:53 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: AllanFhttp://alephblog.com/2009/07/31/predicting-corporate-events/comment-page-1/#comment-22826 AllanF Mon, 03 Aug 2009 05:26:59 +0000 http://alephblog.com/?p=1928#comment-22826 FWIW, last week Tim Melvin at Real Money mentioned looking for small community banks with older boards that would likely be willing to sell in the coming bank re-rationalization. If one can get 'em below book value with assets that were subject to rigorous and honest underwriting one should do well. FWIW, last week Tim Melvin at Real Money mentioned looking for small community banks with older boards that would likely be willing to sell in the coming bank re-rationalization.

If one can get ‘em below book value with assets that were subject to rigorous and honest underwriting one should do well.

]]> By: matthttp://alephblog.com/2009/07/31/predicting-corporate-events/comment-page-1/#comment-22803 matt Fri, 31 Jul 2009 20:16:45 +0000 http://alephblog.com/?p=1928#comment-22803 David: I don't know much about it, but isn't this what discriminant analysis is for - modeling corporate events? Still, it seem like a tough job trying to pick the right mix of variables. David:

I don’t know much about it, but isn’t this what discriminant analysis is for – modeling corporate events? Still, it seem like a tough job trying to pick the right mix of variables.

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