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Post# of 37346
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bar1080

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bar1080

Re: None

Wednesday, 12/06/2017 10:36:28 AM

Wednesday, December 06, 2017 10:36:28 AM

Post# of 37346
"What Does Bruce Berkowitz See in SHLD?" A flawed study from 2012 and 2013

"In September 2013, Baker Street Capital Management, which owns 8.5% of SHLD, presented a case study of its own, suggesting “Sears is an extremely asymmetric, timely and high margin of safety investment.”

Baker Street believes Sears’ break-up valuation is between $85 and $158 per share, providing investors with a whole lot of upside and not much downside. Furthermore, it believes that SHLD could deliver assets (Lands’ End, Sears Canada, Sears Home Services) worth almost $44 per share to shareholders in short order without affecting its core business or its real estate."

https://investorplace.com/2014/02/bruce-berkowitz-see-shld

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