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

To: Nya_Quy who wrote (63452)	3/16/2020 12:46:49 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78778

WEHB is very illiquid, I guess because of that 66% holding by WEHA. Furthermore, to be honest, I am not comfortable shorting stuff in general at this stage of my "investment career", to put it grotesquely. If it’s very illiquid, it’s not priced to “market” really. VNO isn’t priced to market, but NYC real estate is the most liquid in the US, so there are quite recent comps from sales or transactions. In fact VNO recently has done some partial sales of assets that validate the NAV. I do not claim that it’s the same situation than WHA, but it certainly is situation where then NAV is more than twice as high than the market valuation.