Risk of Ruin cover image

Waiting on Value

Risk of Ruin

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app