Saidal
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Posts posted by Saidal
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Not much info released, however has anyone looked at the Biofuel/Greenlight proposed transaction. I have a soft spot in my heart for NOL shells merging with OpCos...
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If so, what is it called on Sedar? Finally, I do know that holdings are announced after a 10% stake versus 5%, do you guys use anything to track the 13D equivalent? Thanks
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Has anyone gotten a hold of the full letter yet?
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Any luck finding the reports?
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It would be highly interesting to see a the fund's prospectus/ pitch book. I'm sure its making the rounds among some institutions. Also, I wonder what Bruce's plans are for St.Joe, given he is squarely in control.
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I'm looking forward to April and the Dinner. Does anyone have recommendations for a hotel in the city?
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Merkhet, if you can take notes I'd appreciate it! I'd love to dig more on his NAV valuation process and perhaps his overall view on a few of the holding companies he holds, i.e. Pargesa, Cheung Kong, Exor, Leucadia, etc. Thanks!
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Fiat or Exor? I was thinking perhaps Exor.
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If you invest in equity stubs, then you must read the credit agreements and fully understand the Company's covenant position, cushions and ancillary items (equity cures, sweeps,etc). A company can spew FCF, however if their going to breach a covenant, and the lender group isn't full of commercial banks, you'll have a rough situation.
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If someone could post or pm the article, I'd appreciate it!
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Chicago, formerly from Kalamazo,MI.
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The best part of it for him....he just bought an asset manager with over $250MM in AUM for $1.7MM. I wish I had that kind of deal thrown at me all day long. A huge value and credit negative for BH. I'm curious to what Ragu has to say about this! ;)
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If you do find the annual reports, please post them here!
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Does reading cornerofberk count? Hopefully we get to hear them speak at the AGM this year.
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It's definetly a great way to build your resume for future positions on the buyside. But be warned, from my experience interviewing with a couple sellside shops, a majority of them are the furthest thing from value investors. A lot of the focus in my opinion is relatively short-term. On the flip side, you can build some solid industry connections. I would also look at a corporate credit/lev.fin role at a reputable shop.
Article on Tom Winmill
in General Discussion
Posted
If anyone still owns Bexil, please DM me. Thanks!