Scott
@scottfelsenthal
Former CEO of a 4th-generation business. Now COO, helping another get there. Investor in overlooked public companies and unusual setups. Sharing what I learn.
参加 July 2013
1.2K フォロー中 9.9K ファン
The market is still pricing $HHH like a pile of dirt.
15 months ago @BillAckman paid $100 a share. Today you pay $62, and that now includes the insurer he is turning into a Berkshire style compounding engine.
My full breakdown:
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