http://www.valueinvestingnews.com/delinquencies-and-defaults-ubernerds Comments for "Delinquencies and Defaults for UberNerds" en http://www.valueinvestingnews.com/delinquencies-and-defaults-ubernerds#comment-860 <p>There has been a lot of talk here on Mohnish Pabrai's DFC position and whether it provides the requesite margin of saftey. This is must read, to better understand the lending industry, for the uninitiated.</p> Fri, 17 Aug 2007 13:03:14 -0400 Nick comment 860 at http://www.valueinvestingnews.com http://www.valueinvestingnews.com/delinquencies-and-defaults-ubernerds An idiots guide to delinquencies and defaults. Since I fall into the ubernerd category, I got a lot out of this article. http://www.valueinvestingnews.com/delinquencies-and-defaults-ubernerds#comments Commentary Thu, 16 Aug 2007 20:05:02 -0400 George 1467 at http://www.valueinvestingnews.com