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Deutsche Bank
Hello Everybody, Yesterday I was reading an interesting in interview with Bill Ngyren who is a famous value investor that runs Oakmark.  Ngyren’s funds are also invested in AIG as well as a few other financials similarly to how we’ve been invested for years now.  His rationale is not much different than mine, but I...
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This is a big positive as European banks need to raise capital when attractive opportunities exist.  Deutsche Bank AG (DB) has tremendous earnings power but is one of the most heavily levered institutions so raising capital is the right thing to do.  Europe did the right thing with the LTRO in ensuring ample liquidity in...
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