Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (75850)	7/13/2024 8:17:46 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78515

Thanks for the portfolio update, EKS. I had AMNF, but after a couple of years, not the patience to hold on for a full win. That's a company/stock that's been good to hold. I'll look again at SOLV now that I see it's down from when I last looked. CSAH in "other small buys" a typo?

To: E_K_S who wrote (75850)	8/27/2025 9:28:29 AM
From: E_K_S	Read Replies (1) \| Respond to of 78515

Re: Canada Goose Holdings Inc (GOOS) 14.03+1.86 (+15.28%) Gets a "Take-Private" offer. Canada Goose soars on report of take-private bids valuing it at $1.4B You are seeing Private Equity take-private undervalued companies. Have a few shares left from 8/2024 bought at $10.61/share based on low PE Private equity firms Boyu Capital and Advent International have made verbal offers, valuing Canada Goose (NYSE: GOOS) at 8x its 12-month average EBITDA, translating into a valuation of around $1.35B, sources told CNBC. Other interested bidders include Chinese firm Bosideng International, which makes down jackets, and a consortium formed by private equity firm FountainVest Capital and Chinese sportswear maker Anta Sports Product. The EBITDA at 8x appears to be the value metric used