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Strategies & Market Trends : Value Investing
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To: AFed who wrote (50908)2/14/2013 10:47:36 PM
From: Spekulatius1 Recommendation  Read Replies (1) of 78918
 
AFed Re OSH - this is a terrific analysis. I have looked at OSH briefly as well when it was spun off a year or so ago, and Gizwick mentioned it againrecently. I agree with you that it is too much of a gamble. With Lambert and Berkowitz in play, and management probably associated with Lambert still, I have a mental picture of a wounded Tuna, encircled by a bunch of sharks in my head.

I believe that this spinoff was designed to sink from the get go (subpar business, laden with debt) and the capital structure was and is unsustainable.

Thanks again for taking the time to share your findings with us.
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