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Strategies & Market Trends : Value Investing

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To: James F. Hopkins who wrote (1364)	6/18/1997 2:42:00 PM
From: Oliver Hellwig	of 78903

An "asset play" is where a company has some asset that is worth considerably more than what is listed on the books. Usually this would be Real Estate. In the example of AIMM, you have as assets: cash, a few PhD's, and some great ideas. Since the smart people and the great ideas are harder to value, we write them off and we're left with the cash. Just the money and no products. The company is currently priced slightly below the book value that will soon be burned up anyways. Hardly an asset play. I've got better places to burn my cash :)

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