dislocatedvalue.blogspot.com dislocatedvalue.blogspot.com

dislocatedvalue.blogspot.com

Dislocated Value

A blog about investing in dislocated situations and miscellaneous news.

http://dislocatedvalue.blogspot.com/

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Dislocated Value | dislocatedvalue.blogspot.com Reviews
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A blog about investing in dislocated situations and miscellaneous news.
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1 dislocated value
2 investment recommendation
3 3/4 to 1 risk reward
4 1 comment
5 target
6 key catalyst
7 2 comments
8 thesis
9 no comments
10 labels enpro
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dislocated value,investment recommendation,3/4 to 1 risk reward,1 comment,target,key catalyst,2 comments,thesis,no comments,labels enpro,value investing,致合伙人,,26 日星期五,我们的共同帐户全年净收益为,1 日帐户开始运作时作为基础,我们的共同帐户的净收益为,339% ,我们的表现高于标准普尔,4 comments,older posts,amkr
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Dislocated Value | dislocatedvalue.blogspot.com Reviews

https://dislocatedvalue.blogspot.com

A blog about investing in dislocated situations and miscellaneous news.

INTERNAL PAGES

dislocatedvalue.blogspot.com dislocatedvalue.blogspot.com
1

Dislocated Value: 2014 Letter to LPs

http://www.dislocatedvalue.blogspot.com/2014/12/2014.html

Friday, December 26, 2014. 2014 Letter to LPs. 应该一提的是,对于今年的表现,我个人感到失望。截至. 15 日为止,我们帐户的表现虽然不能称之为优秀,但至少在今年于波动的防范以及风险的规避上有着不错的体现。基于市场本身高估值的考量,我们一直在手中持有大笔现金,并在十月和十二月的回撤中,以期权对冲保证了帐户的稳定。可惜的是,我们最大的部位在数日前出现了问题,而因为实际的企业交易面的变化,使得当初买入的根据不复存在. 8212; 也使我们在市场继续向前的同时蒙受了损失。在以下我们会谈到。 BBX Capital ,旗下拥有着三块不同的资产,包括一篮子于. 1950 每股的价值。更有意思的是,在我们买进的时候,另一家公司(. 50% 的股权。如果您还没有看晕的话,在交易完成后,合并的公司将会全资拥有. Bluegreens ,以及所有的其它资产。按照交易合同的换算后,仅以账面价值计算,. 12-20 倍。加上其它的资产,我认为每股. 200-300% 。更重要的是,这宗合并案在完成之后,. Levan 确实罪有应得,但我当时的想法是,. 互联网的普及和媒体的轰炸导...

2

Dislocated Value: Insights I find valuable over time

http://www.dislocatedvalue.blogspot.com/2014/10/insights-i-find-valuable-over-time.html

Saturday, October 23, 2100. Insights I find valuable over time. Will be constantly updated. Paraphrasing fiverocks19 on VIC. On Path and Result. Small Cap Value Blog. Insights I find valuable over time. Simple template. Powered by Blogger.

3

Dislocated Value: November 2014

http://www.dislocatedvalue.blogspot.com/2014_11_01_archive.html

Sunday, November 23, 2014. Some thoughts on Hertz. Saturday, November 1, 2014. BBX Update post 3Q. EBITDA on-track to $130 mm. Continues to be significantly undervalued.and still no one cares. Thinking about adding to the already significant holding. Subscribe to: Posts (Atom). Small Cap Value Blog. Some thoughts on Hertz. BBX Update post 3Q. Simple template. Powered by Blogger.

4

Dislocated Value: February 2015

http://www.dislocatedvalue.blogspot.com/2015_02_01_archive.html

Tuesday, February 24, 2015. Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn cheaper than peers, net-cash, skipped over due to unconsolidated subsidiary. Wrote it up a month back. Coming off the 45 day restriction so posting it here. Http:/ www.valueinvestorsclub.com/idea/ENPRO INDUSTRIES INC NPO/136069. Tuesday, February 3, 2015. For a friend - Why are stocks the best investment instruments? Why are stocks the best investment instruments? 1 Buying power is preserved. 2 The value compounds.

5

Dislocated Value: October 2100

http://www.dislocatedvalue.blogspot.com/2100_10_01_archive.html

Saturday, October 23, 2100. Insights I find valuable over time. Will be constantly updated. Subscribe to: Posts (Atom). Small Cap Value Blog. Insights I find valuable over time. Simple template. Powered by Blogger.

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Dislocated | stories of those on the move

Stories of those on the move. February 1, 2009 - Comments Off on Synopsis. Pictures by Eliza Capai and Taís Lobo. Laquo; Previous Entries. The Day Dream Theme. Blog at WordPress.com. Follow “Dislocated”. Get every new post delivered to your Inbox. Build a website with WordPress.com. Add your thoughts here. (optional).

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Dislocated Value

Saturday, October 23, 2100. Insights I find valuable over time. Will be constantly updated. Posted by Chalk Bag. Saturday, July 18, 2015. Cable and Wireless - a prime take-out target in LatAm w/ 9% FCF yield down the pipes. Drafted this back in late June 30 when it was 65 pence. Up a little, but still a very good buy. Share vs. GBP 67  as of July 1. Bull-case: GBP 120 / share (75% upside), 9% organic growth, 43.5% margin, 16x 7 pence FCF / shr. Time Horizon: 18-24 months. Posted by Chalk Bag. 12000 / sha...

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Magamat keresem

2012 november 9., péntek. Rég volt már tánccal kapcsolatos tartalom a blogon,. Mindenesetre ez a páros megérdemli, hogy minél többen megismerjék. 2012 október 31., szerda. Egy (szokásos) youtube beágyazós stílusú bejegyzés nem elég mára, hiszen ahogy nézegettem az oldalsávomat, elfogott a gyanú, hogy mintha lenne valami az októberrel, hm-hm, óh igen, hát bizony a blog 2 éves lett. Múlt szombaton, október 27-én. 27-éről 28-ára való éjszaka az óraátállításon kívül én:. Változásnak már tényleg itt az ideje.

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Dislocate Magazine

Thursday, December 24, 2009. CUTE ACTRES AMRITA RAO BEAUTIFUL PHOTO GALLERY. Want to make quick money online then visit the link of my money making blog below , here you will get the tips on how to make quick and easy money with entertainment. Amrita Rao was born on June 7, 1981.She is by profession an model and Bollywood actress. Her money making career started as a model. Then she turned towards the bollywood films and she debuted with flop Ab Ke Baras in the year 2002. Posted by Amelia Swhizzagers.

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dislocated

Wednesday, February 6, 2008. A few nights ago Russ, the newest member of our happy compound, went outside to fetch something from his truck. The hour was not late, dear readers, perhaps eight in the evening, but that doesn’t seem to make a difference here in the demi-ghetto. Yet no raccoon materialized. Instead, Russ was greeted with the sight of a small Chinese squatting in front of the truck, trousers and underpants gathered around his ankles. No, says Russ, you can’t shit there either. In fa...The man...

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dislocates in a sentence | simple examples

In A Sentence .org. The best little site that helps you understand word usage with examples. Dislocates in a sentence. Lower/lower-middle class urban families. Use airless in a sentence. Use boy in a sentence. Use bunnies in a sentence. Use crusts in a sentence. Use dislodges in a sentence. Use fibrous in a sentence. Use franchisor in a sentence. Use moves in a sentence. Use tucker in a sentence. Use unintended in a sentence. Popular Words This Week. Lower/lower-middle class urban families.