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Expert Analyses of the following article:

Lehman Brothers faces Korean takeover bid

Source: www.timesonline.co.uk
Mark MariottiSeptember 15, 2008
The Bear Sterns Equity Strip Model
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Unlikely that a suitor firm will take over Lehman directly by itself without assistance, perks or partners. As you may recall Bear Stearns in a similar situation, and remember that the Feds had to lend and assist JP Morgan with the acquisition.
John JukoskiSeptember 11, 2008
Good Idea, Wrong Justification
Author: John Jukoski, Jr., Former First VP & Director of Collateral Analysis, Federal Home Loan Bank of Atlanta
KDB in this case is playing the role of the blind squirrel who finds a nut.  It is wise to invest opportunistically, in ventures that are cheap, WHEN YOU UNDERSTAND THAT YOU ARE NOT KNOWLEDGEBLE IN HOW TO RUN THESE BUSINESSES. 

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