Oct

29

 The Bronte Capital blogger finds fascinating similarities between the Porsche/VW affair and the Stutz Motor Car Company debacle in 1920, when major shareholder Alan Aloysius Ryan defended Stutz against short sellers and ended up owning 105% of the company. This put him in the enviable position of being able to to name a price, but it all ended in ruin for both Ryan and Stutz.

(For history buffs, the blog links to archived articles in the New York Times).


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  1. David Whitesel on November 2, 2008 10:24 am

    Porsche, showed awareness of the free float dynamics inherent in VW that the hedgies did not.

    I wouldnt worry about any EU court causing Porsche a problem, why? Because the Hedgies were probably operating outside the legal authorized limits of stock issued. We will begin to see more counterprogramming of hedged assumptions, by both investors and private equity….it will be carried out as a natural function against reckless hedge fund contrivance against the first principle laws governing stock issuance. Hedgies have assumed that they can trample anyone, to facilitate favorable hedge fund outcomes.

    The gross expansion of company floats by naked short sellers makes the next game on the board, simple evolution, counter programming as sport, broker dealers are very much at risk going forward.

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