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Anyone else looking at CSE?

Guest kawikaho

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Guest kawikaho

I'm not sure, but I believe CompuCredit was at one time a Pabrai holding.  I forget.  But it's one of the largest holdings for Klarman's fund.  Anyone else looking at it?  They just posted a big loss from a deteriorating commercial loan portfolio (no big surprise there), but they've also substantially reduced oncoming debt maturities.  I dunno.  It looks interesting, since the price of the equity keeps coming down.  That makes me even more happy.  I was wondering if anyone else had an opinion on it.



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  • 3 years later...

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