Fooling Some of the People All of the Time, a Long Short (And Now Complete) Story, Updated With New

Communication
bankruptcy of
Statistical analysis
Stein, Ben
Stewart, Sam
Stifel Nicolaus
Stilmar, John
Stock market
Stock ownership initiative
Allied Capital
Stocks
common
as compensation
dividends
economy
employee options
growth
high-yielding
“new economy”
options
preferred
prices
purchasing
splits
weakness of prices
Story, Louise
Subordinated debt
Subordinated loans
Substandard loans
Summit Holdings Southeast (SHSE)
Surplus, of capital
Swartz, Mark
Sweeney, Joan
Sweet Traditions, bankruptcy of
Sydran Foods
bankruptcy of
debt and equity investments
T
Tannenhauser, Robert
Tasker, Janet
Taxable earnings
Taxable income
Tax code
Taxes
corporate
distribution
income
shield for shareholders
Technical accounting
Technology companies
Tenet Healthcare
TheStreet.com
Third-party valuation assistance, Allied Capital and
Third Point Partners
Tiger Fund
Tilson, Whitney
Tilson Capital Partners
Tomorrows Children’s Fund
Total enterprise value calculation
Trades, pair
Trading, insider
Transparency
Treasury bonds
Triad Hospitals
Trilogy Conifer bankruptcy
Triview Investments Inc.
Trone, David
“Turnaround memos,” Conseco and
Tyco
Tylan General
U
Underwriting
practices, fraudulent
Unguaranteed pieces
Unicover
U.S. Department of Agriculture (USDA)
Bill Russell Oil fraud and
Business and Industry loans by
USA Today
V
Valuation
assistance
of BLX
collateral
company policy
current-sale
indefensible
methodology
metrics
Mosaic Theory of
nosebleed
portfolio
processes
SBA standard for
strategy
traditional measures
workout
Value
fair
long-term
market
Value investing, Internet bubble and
Value Investing Congress
Value investors
Velocita
Ventro
Venture-capital company
Venture funds
Ventures, real estate
Volatility, of stock price
W
Wachovia
Wall Street
Wall Street analysts
list of
The Wall Street Journal
Walton, Bill
Warrants
Wasatch Advisors
The Washington Post
Wells notice
Wendt, Gary
Whistle-blowers
law
lawsuit
shrimp boat loans and
White-Sun Cleaners
Wichmann, Todd
Wiley
Williams, George C.
Woods, Mark R.
Workout valuations
WorldCom
bankruptcy of
fraud
Write-downs
by Allied Capital
of investments
on loans
Write-ups
offsetting
Written summary
Y
Yield-to-maturity basis
Yogi Hospitality
Z
Zabel, Rich
Zion’s Bank