Reader Justin did some nice work on this presentation. Rather than blather on and add my two cents, I’ll let it stand on its own.
Disclosure (“none” means no position):Long SHLD
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Reader Justin did some nice work on this presentation. Rather than blather on and add my two cents, I’ll let it stand on its own.
Disclosure (“none” means no position):Long SHLD
2 replies on “Sears Holdings: A Reader Submits”
I like the presentation. It is too aggressive in my opinion because it the $85 per share value "for free"… is really not for free unless it is net of debt obligations.
Sadly, it's a shoddy analysis. It would have been interesting to see Ackman's assessment of the company, back when he owned it.