First Marblehead
Interview With Vitaliy Katsenelson by Philip Durell and Bill Mann
In October, I had a great pleasure to be interviewed by two of my favorite Motley Fools: Philip Durell advisor to Motley Fool Inside Value newsletter and Bill Mann co-advisor to Motley Fool Hidden Gems newsletter.
First Marblehead – a Value But Not for Light Hearted
I've been a big fan of First Marblehead's (FMD) stock for couple months now, and it looks like an incredible value today, trading somewhere around 7-8 times earnings.
First Marblehead: Attractive Opportunity
In this article I made an argument that despite high uncertainty surrounding First Marblehead's (FMD) business at nine times earnings, it is a very attractive opportunity. Here are some additional points that I omitted in the article:
First Marblehead Shouldn’t Be Jealous of Sallie
FMD dropped 20% when JPMorgan and BofA moved to buy Sallie Mae. I think the fear is overdone — and at 8-9x earnings, the worst case still looks pretty good to me.
