Behind the Balance Sheet

Behind the Balance Sheet

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Behind the Balance Sheet
Behind the Balance Sheet
The Most Compelling Valuation Gap I’ve Seen

The Most Compelling Valuation Gap I’ve Seen

I don’t usually like this kind of situation, but this could be different.

Stephen Clapham's avatar
Stephen Clapham
Dec 17, 2023
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Behind the Balance Sheet
Behind the Balance Sheet
The Most Compelling Valuation Gap I’ve Seen
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One of the more interesting ideas at the Sohn London Conference last week was a presentation by Palliser Capital’s James Smith on the discount at Samsung C&T (028260:KS). The stock has been an awful …

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