Berkshire Hathaway Inc Is Undervalued By 20%

Berkshire Hathaway Inc (NYSE:BRK.B) (NYSE:BRK.B)’s stake in Apple as of August 21 ($125 billion), plus its cash as of June 30 ($147 billion), plus its stock portfolio less Apple as of June 30 ($113 billion) equal $385 billion. Its current market value …

How to Avoid Getting ‘Faked Out’ By a Company’s Management

Excerpt from Whitney Tilson‘s book, The Rise and Fall of Kase Capital, discussing Claire’s stock from How to Avoid Getting ‘Faked Out’ By a Company’s Management.Q2 2020 hedge fund letters, conferences and moreI’m almost finished with my new book, The R…

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Identiv Inc (INVE) Situation Analysis – Rubicon Capital Group

Rubicon Capital Group’s situation analysis of Identiv Inc (NASDAQ:INVE).Q2 2020 hedge fund letters, conferences and moreIdentiv Inc. (INVE)Price: $5.25Mkt Cap: $ 120 MMEnt Val: $ 130 MMEV / Rev: 1.5x LTM, 1.4x fwd.EV / EBITDA: 19.1x LTM, 11.3x fwd.Pric…

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Identiv Inc (INVE) Situation Analysis – Rubicon Capital Group

Rubicon Capital Group’s situation analysis of Identiv Inc (NASDAQ:INVE).Q2 2020 hedge fund letters, conferences and moreIdentiv Inc. (INVE)Price: $5.25Mkt Cap: $ 120 MMEnt Val: $ 130 MMEV / Rev: 1.5x LTM, 1.4x fwd.EV / EBITDA: 19.1x LTM, 11.3x fwd.Pric…

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Avenir Capital 2Q20 Commentary: Vail Resorts

Avenir Capital commentary for the second quarter ended June 2020, discussing their positions in Vail Resorts, Sony and CBRE Group.Q2 2020 hedge fund letters, conferences and moreDear Partner:The Avenir Global Fund (the “Fund”) increased 4.7% for the Ju…