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KindTimeExchangeTicker
Operator
StopExecutedPriceAboveStopCheckedAtCom1Com2Com3Com4Com5
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Short term corporate bondcloseisd<13.14Active15.1515%10/31/2017 23:57:12
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Compounder reconsider stopcloseGBPlse:adm<17.2Active18.8910%1/29/2018 14:01:55
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TIP stopcloseppr<4.55Active5.1613%1/29/2018 14:01:55
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Merger arbitrage stopclosegdl<8.98Active9.9311%1/29/2018 14:01:55
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Australian bank stopcloseasx:wbc<24.77Active31.1126%1/29/2018 14:01:55
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Compounder owner family investment companyclosemil:exo<46.9Active64.1537%1/29/2018 14:01:55
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Compounder owner hemorroid acquisitionclosecrhm<2.09Executed1.95-7%11/27/2017 16:12:44
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Compounder small bankclosealrs<15.96Active22.2539%1/29/2018 14:01:55
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Iconic brandclosedis<83.94Active112.1934%1/29/2018 14:01:55
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Pharmacy distributor, moat at 10% fcf yieldcloseabc<66.8Active105.4858%1/29/2018 14:01:55
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High growth granite countertop at 8% fcf yieldclosecste>25Active21.55-14%1/29/2018 14:01:55
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Compounder Software vendor financial stopclosesgx:5cp<0.415Active0.5840%1/29/2018 14:01:55
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Compounder, breakout through resistanceaapl<139Active171.5123%1/29/2018 14:01:55
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Compounder farmaceuticalclosetaro<89.63Active103.6616%1/29/2018 14:01:55
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Family Bollore, ports, energy, communications, losing electric batteries/cars, publicly traded portfolio, maybe lower share count then declared (Muddy Waters)
closexpar:bol<2.72Active4.7575%2018/01/29 14:01:55
My own calculation extrapulating muddy waters analysis
https://docs.google.com/spreadsheets/d/1OiRR5bG46UgeG-W3icin0BCd0hvawvEu5zNq_JtiGvg/edit#gid=0
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E-commerce amzn for petsclosexswx:zo1<98.822Active190.493%1/29/2018 14:01:55
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Best REITclosespg<144.9Active163.7113%1/29/2018 14:01:55
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Boat transport smart guyclosesemuf<39Active64.565%1/29/2018 14:01:55
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Vienna airport at 8% fcf yieldclosewbo:flu<24.9Active35.944%1/29/2018 14:01:55
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Compounder, Buffet's bankclosewfc<43Active65.9353%2018/01/29 14:01:55
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Compounder owner mass personalizationclosecmpr<77Active132.272%1/29/2018 14:01:55
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Compounder owner invest bank & othercloseluk<16.5Active27.6367%1/29/2018 14:01:55
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Compounder owner conglomerateclosebrk.b<128Active217.1970%1/29/2018 14:01:55
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Compounder owner japanese robotsclosefanuy<15Active29.1995%1/29/2018 14:01:55
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Compounder owner software acquisition allocatorclosecnswf<350Active65086%1/29/2018 14:01:55
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Compounder owner food chain acquisitorclosetsx:mty<36Active53.8250%1/29/2018 14:01:55
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Compounder owner eclectic software acquisitioncloseotex<27Active34.2127%1/29/2018 14:01:55
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Compounder owner tower operatorcloseamt<94Active145.1354%1/29/2018 14:01:55
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Compounder owner credit cardclosev<75Active126.3268%1/29/2018 14:01:55
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Compounder used car salesclosekmx<45Active72.4261%1/29/2018 14:01:55
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Compounder great brandclosedis<87Active112.1929%2018/01/29 14:01:55
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Family frere desmarais, 75% strategic large industrial, 15% incubator smaller companies, 10% venture equity funds, weekly nav
closexbru:gblb<80Active95.620%2018/01/29 14:01:55
.75 Adjusted NAV on
http://www.gbl.be/en/adjusted-net-assets
http://www.gurufocus.com/holdings.php?GuruName=Steven+Romick&sort=position
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Family walleneberg, 78% listed, 18% unlisted wholly owned, 5% PE funds, quarterly NAV
close
osto:inve%20b
<225Active387.372%2018/01/29 14:01:55.75 NAV
https://www.investorab.com/investors-media/reports/
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Family Li Ka Shing, ports, pharmacy retail, utilities, communications, energy conglomerate
closehkse:00001<85Active106.726%2018/01/29 14:01:55
MS buy price and longleaf:
http://analysisreport.morningstar.com/stock/research?t=00001&region=HKG&culture=en_US
http://www.dataroma.com/m/stock.php?sym=CKHUY
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Family Boel, 60% strategic invest europe (i.e.Danone, Pernod), 30% VC & PE funds US, 10% high growth emerging
closexbru:sof<113.25Active138.823%2018/01/29 14:01:55.75 Book value
http://financials.morningstar.com/ratios/r.html?t=SOF&region=bel&culture=en-US&ownerCountry=USA
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Family Keswick, bet on Asian economy, NAV semiannuallyclosesgx:j37<30Active40.1534%2018/01/29 14:01:55
[check] 56 NAV, Romick price
http://www.jardines.com/investors.html
http://www.gurufocus.com/holdings.php?GuruName=Steven+Romick&p=1&n=20
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Family Stenbeck, 45% e-commerce, 45% telecom, 5% entreteinment, NAV quarterly
close
osto:kinv%20b
<210.8496Active291.638%2018/01/29 14:01:55
[check].78 NAV, big insider buy at that level
http://www.kinnevik.se/en/Investor/Reports/
http://www.kinnevik.se/en/Investor/The-Share/
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Family Concert, private equity France mainly, net asset value qrtly
closexpar:rf<48Active84.676%2018/01/29 14:01:55
[check].75 NAV, repurchasing shares at this level
https://www.eurazeo.com/en/finance/key-figures/net-asset-value/
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SPE repurchases more shares at this levelclosespe<13Active15.7421%2018/01/29 14:01:55
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Compounder Very cyclical, but compounds, now on top cycleclosekmx<30Active72.42141%2018/01/29 14:01:55
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Compounder, mini berkshireclosemkl<700Active1116.9460%2018/1/29 14:01:55
Akre says to look at change in book value as earnings, bought around there
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Compounder, rating agencyclosemco<90Active167.2386%2018/1/29 14:01:55
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REIT Data center facilitiesclosecone<46Active58.8228%2018/01/29 14:01:55
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Convey self help. repurchase at that levelclosefc<17Active3076%2018/01/29 14:01:55
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Family Jackman, Tweedy Browne interviewclosetsx:elf<700Active809.7816%2018/01/29 14:01:55
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Price big investors boughtcloseaaba<55Active80.346%2018/01/29 14:01:55
Check website for adjusted NAV
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Auto-parts consolidatorcloseorly<190Active275.4745%2018/01/29 14:01:55
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0.495
Silverlake Axis Ltd
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