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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Effect of Liquidation on Asset Sales

I think their plan is to keep some of their top tier properties. So just get out of the ones that they don't like. Are they like the least? Right. Because if they do that, then that means those are larger assets that are harder to sell and individual sales. If a company is liquidating a stock portfolio, I would say that's probably much more of a certain outcome. Um, versus a company like MLP, for example, where if they decided they were going to liquidate the company, I mean, I'm sure you would make multiples more than what you would in a liquidation that is liquidating inventory or a stock portfolio. It could be just

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