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

To: Paul Senior who wrote (71087)	9/2/2022 9:21:26 AM
From: E_K_S	Respond to of 78748

more problems for EU Amazon staff at UK warehouse 'ready to strike' over pay, says union

To: Paul Senior who wrote (71087)	9/2/2022 7:50:44 PM
From: Spekulatius	1 Recommendation Recommended By KaizenInvestor Read Replies (1) \| Respond to of 78748

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.