Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

KaizenInvestor

To: Paul Senior who wrote (71087)	9/2/2022 7:50:44 PM
From: Spekulatius	1 Recommendation Read Replies (1) of 78750

Paul, thank you for sharing. Honestly, I have never heard about Karl Ehlerdring before - he apparently keeps a fairly low profile in Germany. The story is absolutely fascinating for me. I also think right now that there are lot of deep value situations and stocks in Europe right now. I don’t own Porsche Holding for now, but will probably buy a position. FWIW, I did buy some IAC today, which seems to trade at a discount to NAV based on the publicity traded stakes and using some EBITDA multiple valuation of their media business. I think this is a cheap horse (the holding company IAC) with a good jockey.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next