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educatedidiot

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Everything posted by educatedidiot

  1. Pabrai just filed his 13-F and it looks like he sold almost all of that Seritage Growth Properties: http://www.rocketfinancial.com/Holdings.aspx?fID=228541
  2. Francis' Q1 13F is out now. Looks like he bought Endo and Teva: http://www.rocketfinancial.com/Holdings.aspx?fID=8456
  3. I trialed Money.net before and they didn't really have any financial data. It was mainly just pricing and news.
  4. Market cap is listed as $419 B. Looks right: http://www.rocketfinancial.com/Overview.aspx?fID=1058&pw=34872
  5. That is the real price from what I've heard, and CapIQ does usually want at least $40k per year before they bother with an account, so that sounds accurate as well. Take a look at http://www.rocketfinancial.com if you're looking for a free alternative.
  6. It's also great for getting data on business segments. With Disney for example: http://www.rocketfinancial.com/Overview.aspx?fID=5102&pw=168324 You can click on Media Networks to see the performance of that specific segment, and then drill-down even further to see how the Cable Networks are performing vs the Broadcasting operations
  7. Francis Chou's latest 13F is out. He bought Sandridge Energy, added to his VRX, and sold some Sears (among other portfolio tweaks): http://www.rocketfinancial.com/Holdings.aspx?fID=8456
  8. The options for both "As Reported" and "Standardized" financials are definitely one of the best features -- I haven't seen that available anywhere else for free. The spinoffs tracker is also very useful too: http://www.rocketfinancial.com/spinoffs/
  9. It looks right to me. Just under $10 billion in net debt and ~$22 billion EV. You can see here: http://www.rocketfinancial.com/Overview.aspx?fID=6150&pw=202908
  10. You can get 20 years of free financials on http://www.rocketfinancial.com
  11. The transaction can be structured as either a sale of assets or a sale of stock. In an asset sale tax advantages accrue to the buyer (the buyer can mark-up the cost base and get extra depreciation for tax purposes), whereas in a stock sale tax advantages accrue to the seller. Presumably they mean that they therefore intend to structure the transaction as a stock sale, but I don't have any special insight into PRXI otherwise to confirm this.
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