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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (7920)8/1/1999 7:14:00 PM
From: Bob Rudd   of 78883
 
If one were interested in capturing AMR - TSG net, a long - short combination might be useful to consider. I think Paul makes a good point about the valuation of TSG that can be generalized to anything looking cheap due to ownership of high valued internet stub. Without the long + [short net stub], it's a bet that the net stub value is real.
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