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TIP475: Mastermind Q3 2022 w/ Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
Leaflet Business
I like these sort of positions because the downside is fairly capped. The question is how do you realize the value in it? I guess with a 56% owner who's 82 with any luck, he's probably got quite a few. He's got years and years and years. There's no immediate catalyst. Having said that, 6% dividend is pretty material, particularly in this market. You've got the found value of 40% of the market cap in equities. Leaflet business, even though it's in decline, it's an interesting business. It's going to throw off a lot of money. But if you would normalize the abit on that, I would say would
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