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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (53541)	3/5/2014 12:22:37 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78626

Malone is one of the "Outsiders" in the now popular book and has a huge following in CBF. FWIW, iwas in LINTA in 2007, after having done some work on the corporate structure, but bailed during the financial crisis, about flat I think. LINTA went down and down to the low teens, i think and not many were looking at it then, which includes unfortunately myself. I think this playbook could well repeat itself, because Malone leverages his companies quite a bit to juice returns and also uses a lot of non-GAAP metrics. Stocks like that often get adopted during bull markets and abandoned in beat markets or when credit get's tight, so patient investors may get a shot at buying these stocks cheap in the future.