I read
this about a month back. BSC has dropped another 40 points since then and the price to book value is looking pretty low. I am very new to investing and was looking for some insight. My main investment thesis is a contrarian one where people are overreacting to a setback of an established and strong financial. Help me poke some holes in this buy idea.
As an aside, there is a good article on firing Spector on page 1 of wsj found
here It's free.