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A Humble Man

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Posts posted by A Humble Man

  1. There is a private gambling company that sells their algorithm to booking companies. I would like to learn more about a startup. How would you do it? 
     

    thank you!

  2. Thought we should continue this discussion. 
     

    Any thoughts on:

    1. dollarizarion,

    2. inflation,

    3. energy exports,

    4. development of other industries aside from agriculture

    5. last but not least, Milei himself?

  3. Just now, gfp said:

    At this time, the total share count is 506 million plus the potential for 28 million more shares granted as RSUs or underwater options to management.  The 28m potentially dilutive shares are not currently included in the share count because they would be "anti-dilutive."  As with every company, the company can always dilute you in the future by issuing more shares.

     

    Be careful with investing in individual equities until you get a handle on share counts and market values.

    Thank you very much for explaining it to me! I apreciate it!

  4. 21 minutes ago, gfp said:

    Always get your share counts and market capitalization figures from the SEC's website.  The share count is 506 million.  At 1.62/share the entire company's market cap is $820m.

     

    https://www.sec.gov/ix?doc=/Archives/edgar/data/1705110/000170511023000068/angi-20230630.htm

    image.thumb.png.24631871817f27f4385cfa8f1e3c396d.png

    So, that means that no matter how much the holding company holds (IAC), the float is the "whole pie" of Angi, and the mkt price is the price for the whole company, including the shares that haven't been released to public yet. right? 

     

    Thank you!

  5. Dear value investors,

     

    I am currently attempting to value Angi. IAC owns about 90% of the company. If Angi's market cap is $800M, does it mean that the whole company is being priced at $800M or just the spun off portion? By doing back of the envelope valuation, it could be either 2x from or 20x. Big-big gap here. 

     

    Thank you very much for your help!

     

  6. Dear COBF professionals,

     

    I am trying to compile/find/scrape a list of hedge funds, their AUMs, their main office, managing partners and other info. 

    I have recently graduated college and want to send out my work to different funds in my search for a job.

     

    Thank you very much for your time and effort!

     

    Best wishes

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