educatedidiot
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Posts posted by educatedidiot
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Francis' Q1 13F is out now. Looks like he bought Endo and Teva: http://www.rocketfinancial.com/Holdings.aspx?fID=8456
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I trialed Money.net before and they didn't really have any financial data. It was mainly just pricing and news.
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Market cap is listed as $419 B. Looks right: http://www.rocketfinancial.com/Overview.aspx?fID=1058&pw=34872
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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.
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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
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Francis Chou's latest 13F is out. He bought Sandridge Energy, added to his VRX, and sold some Sears (among other portfolio tweaks):
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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/
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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
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You can get 20 years of free financials on http://www.rocketfinancial.com
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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.
Mohnish Pabrai (Dalal Street) 13F HR
in General Discussion
Posted
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