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2min chapter
Waiting on Value
Risk of Ruin
Is There a Hidden Component in a Cable Company?
We owned 21st Century Fox back a few years ago. We thought it was worth about $50 per share and 22 of those dollars were in these hidden assets. The Star India asset, which was the largest satellite provider in India, basically looked like it was going to be worth billions. It worked out really well for us.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode