tag:blogger.com,1999:blog-3190293047729939700.post4996986632256415387..comments2023-11-02T05:09:10.845-04:00Comments on my Value Idea: Commercial Real Estate: Some ObservationsSamihttp://www.blogger.com/profile/17866240785310374236noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3190293047729939700.post-43468009346940877982009-06-05T08:58:03.784-04:002009-06-05T08:58:03.784-04:00the Entp. value that is as you replace debt with e...the Entp. value that is as you replace debt with equity it is more valuable in this cycle of deleverage. That is all. <br /><br />if you have two identical businesses, A with 80% leverage to assets and B is 40% leverage to assets, B is more valuable now as earnings dilution takes back seat to solvency.Samihttps://www.blogger.com/profile/17866240785310374236noreply@blogger.comtag:blogger.com,1999:blog-3190293047729939700.post-66661192211848327682009-06-04T18:59:46.315-04:002009-06-04T18:59:46.315-04:00Can someone please translate this sentence into En...Can someone please translate this sentence into English?<br /><br />"Raising more equity will increase value rather it will dilute ownership as earning are decompressing."Anonymousnoreply@blogger.com