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What are you buying today?


LowIQinvestor

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2 hours ago, Paarslaars said:

Because of your conviction in Prosus or dissatisfaction with Exor?

I like Exor but really like Prosus. Fundamentally much better business at much better valuation with management incentives to work on the discount

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15 hours ago, Lance said:

Jardine Matheson

 

Thanks

Lance

 

 

 

Can't believe how cheap it is, though I'm rusty on it, so don't know how affected by all the deals they've done this is.

 

Maybe they're better now, but I've generally steered clear as the Keswicks have generally been a family that don't seem to care about shareholders, just themselves, which I find problematic in a family holding co.

 

But maybe new generation are taking over & improving things.

 

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50 minutes ago, KPO said:

I look at this one periodically. Which exchange / ticker do you invest in here? 

Make sure that it is not a PFIC for US tax purposes.  Otherwise nightmare unless held in an IRA account.

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