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Value Ground

Hunting for misunderstood investments

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Value Ground | valueground.blogspot.com Reviews
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Hunting for misunderstood investments
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2 pages
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5 disclaimer
6 introduction
7 competitive advantage
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Value Ground | valueground.blogspot.com Reviews

https://valueground.blogspot.com

Hunting for misunderstood investments

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1

Value Ground: February 2012

http://valueground.blogspot.com/2012_02_01_archive.html

Hunting for misunderstood investments. Sunday, 26 February 2012. Post Holdings – A Classic Case of Spin-off (continued). A reader emailed us on the following, thought we share it over here. They are already coming on the market with 716m in debt and they just issued another 775m, with the proceeds to go to Ralcorp. Am i reading this correctly that this means 716m old debt 775m new debt =1.5billion in total debt? Our reply as follow:. In summary, the total debt they will incur is as follow:. For your conc...

2

Value Ground: August 2012

http://valueground.blogspot.com/2012_08_01_archive.html

Hunting for misunderstood investments. Tuesday, 7 August 2012. AIG, BAC Warrants - Bruce Berkowitz's Thoughts. We have just read Bruce Berkowitz's semi annual letter and was more than glad to see him discussing about the long-dated warrants that we have mentioned in previous posts. Here is the snapshot of the returns that he is projecting for the different warrants:. Source: http:/ www.fairholmefunds.com. Both AIG and BAC warrants are high up on the list, offering returns of 752% and 592% respectively.

3

Value Ground: Disclaimer

http://valueground.blogspot.com/p/disclaimer.html

Hunting for misunderstood investments. The information on this site is provided for informational purposes only and is not intended to be an offer to sell or the solicitation of an offer or a recommendation to buy in, any forms of securities. The information in this website is not intended to nor does it constitute any forms of professional advice or services. Subscribe to: Posts (Atom). Western Union - A Compelling Investment. Travel theme. Theme images by digi guru.

4

Value Ground: AIG, BAC Warrants - Bruce Berkowitz's Thoughts

http://valueground.blogspot.com/2012/08/aig-bac-warrants-bruce-berkowitzs.html

Hunting for misunderstood investments. Tuesday, 7 August 2012. AIG, BAC Warrants - Bruce Berkowitz's Thoughts. We have just read Bruce Berkowitz's semi annual letter and was more than glad to see him discussing about the long-dated warrants that we have mentioned in previous posts. Here is the snapshot of the returns that he is projecting for the different warrants:. Source: http:/ www.fairholmefunds.com. Both AIG and BAC warrants are high up on the list, offering returns of 752% and 592% respectively.

5

Value Ground: Western Union - A Compelling Investment

http://valueground.blogspot.com/2012/11/western-union-compelling-investment.html

Hunting for misunderstood investments. Monday, 5 November 2012. Western Union - A Compelling Investment. A business with terrific economics comparable to See's Candy! Not all customers have access to banking facilities, the way that many of us do. Hence, they have to rely on money transfer companies like Western Union for their remittance. Even the big banks now are partnering with Western Union, as their massive operation, economies of scale and reach do not make sense for the bank to come up wi...Takin...

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