ARB 0.38% $47.35 arb corporation limited.

"That's the beauty of focusing exclusively on valuation, because...

  1. 3,499 Posts.
    lightbulb Created with Sketch. 99
    "That's the beauty of focusing exclusively on valuation, because at the selling prices represented above, the stock was unambiguously overvalued"

    Yet you were saying this in July last year....

    "Suddenly the company's current $3.6bn Enterprise Value doesn't look at all outrageous.

    Not glaringly cheap, but I think not as grossly overvalued as it prima facie appears"

    https://hotcopper.com.au/threads/ann-market-update.6163064/page-38?post_id=54642266#.Y3t33aTmg0E

    I dont recall any mention back then that you were reducing your holdings.
 
watchlist Created with Sketch. Add ARB (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.