Comments on: The mirage of holding companies http://valueinvestorindia.wordpress.com/2006/12/11/the-mirage-of-holding-companies/ On Value investing and arbitrage based on the teachings of Warren buffett, Benjamin graham and Phil Fisher. Sun, 19 Jul 2009 07:55:31 +0000 http://wordpress.com/ hourly 1 By: Sachin http://valueinvestorindia.wordpress.com/2006/12/11/the-mirage-of-holding-companies/#comment-778 Sachin Mon, 22 Jan 2007 15:34:21 +0000 http://valueinvestorindia.wordpress.com/2006/12/11/the-mirage-of-holding-companies/#comment-778 Hello Rohit,<br /><br />One question. Why do you think that its important to unlock the value. If we know the value is there and we buy such a story and hold on to it, whats the drawback. Eventually the rest of the world will also reaize that there is value in the stock and start buying thereby the stock will start reflecting the true value in the market as well. <br /><br />Is this not a fair argument. I think that if the company holds an investment in another company, its a source of cash flow and should be included when calculating the value of company.<br /><br />Sachin Hello Rohit,

One question. Why do you think that its important to unlock the value. If we know the value is there and we buy such a story and hold on to it, whats the drawback. Eventually the rest of the world will also reaize that there is value in the stock and start buying thereby the stock will start reflecting the true value in the market as well.

Is this not a fair argument. I think that if the company holds an investment in another company, its a source of cash flow and should be included when calculating the value of company.

Sachin

]]> By: Sachin http://valueinvestorindia.wordpress.com/2006/12/11/the-mirage-of-holding-companies/#comment-2231 Sachin Mon, 22 Jan 2007 15:34:00 +0000 http://valueinvestorindia.wordpress.com/2006/12/11/the-mirage-of-holding-companies/#comment-2231 Hello Rohit,<br /><br />One question. Why do you think that its important to unlock the value. If we know the value is there and we buy such a story and hold on to it, whats the drawback. Eventually the rest of the world will also reaize that there is value in the stock and start buying thereby the stock will start reflecting the true value in the market as well. <br /><br />Is this not a fair argument. I think that if the company holds an investment in another company, its a source of cash flow and should be included when calculating the value of company.<br /><br />Sachin Hello Rohit,

One question. Why do you think that its important to unlock the value. If we know the value is there and we buy such a story and hold on to it, whats the drawback. Eventually the rest of the world will also reaize that there is value in the stock and start buying thereby the stock will start reflecting the true value in the market as well.

Is this not a fair argument. I think that if the company holds an investment in another company, its a source of cash flow and should be included when calculating the value of company.

Sachin

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