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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (21333)	6/7/2005 12:05:13 AM
From: Spekulatius	Read Replies (3) of 78748

re Via - added some more Via.b to my existing stash. Via & Via.b is now one of my largest positions. I believe that the impending split into broadcast/outdoors/radio and Cable/Film will unlock value. my guess is also that the slower growth broadcash segment will become a takeover target. Via as a whole is trading at an 10.5 EBITDA multiple - the slower growth part will get at least tght multiple itself and the Cable segment should trade at a 14-15x. With Redstone in charge Viacom never was a potential acquisition target, but he is 80 now. I believe that the market undervalues Viacom asset and plainly ignores that at least parts of the new Viacom entities may become a target rather than an acquirer. I see reasonable upside potential and minimal risk.

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