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| Symbol | Sector | Return | Exposure | Trades | Last Trade | Status | |
|---|---|---|---|---|---|---|---|
| LUK | Property and Casualty Insurance | 11.76% |
|
0 | 23-Jul-09 | Currently Holding |
23-Jul-09
Excellent asset manager
Holding Rationale for LUK.
Leucadia has excellent history of buying undervalued assets and generating value. Its stock performance over the long term (>20 yrs) has beaten BRKA. The stock is currently depressed due to market conditions and its large exposure to Fortescue (Iron ore mining operation in Australia). I am long term bullish on commodities and I think its commodity exposure will actually work out well. For a slightly longer rationale, read my post at Arohan's investing life
Tagged Stocks: LUK
Posted at 12:46 in Holding Rationales | Permalink | Top
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