2min chapter

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

One Up on Wall Street by Peter Lynch | ADI Book Club 1

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

CHAPTER

Asset Plays and Turn Arounds

You might be sitting on an asset play for an extremely long time with no kind of result in the stock price. It's an opportunity cost and you don't take that portfolio position especially if it's a large positionyou might be stuck there for a very long time. That is kind of the biggest risk with us please if someone you need someone to get in there an activist management someone you know kind of is ready to unlock that value. Like one other example you mentioned Padevco but there's another example of like railways. Many times those that land that's there has a lot of different rights like they might have oil rights or water rights or something or the other right. So a

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