I don't have time to fully analyze these businesses for you now but 3 amazing values have come up today:
NOK Nokia- cash rich, market share hogging, well managed with a 6%+ yield etc etc trading at $13 and change. One of the few free thinking analysts, Vitaliy Katnelson, has a brief overview of the bull case for Nokia here.
LUK Keucadia National Corp- 28% increase in book value/year since 1968! trading at 1998 values $17/share. There's an analysis of some of LUK's portfolio here.
BRK-B Berkshire Hathaway-- grazing $3000/share, also trading at 2005 levels. I don't think I need to say more than that about this one.
I'd study them all.
l
Tuesday, November 18, 2008
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