The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
In the real world these sort of companies are very few are far between (on this scale);
A - Valued at a fraction of, the sum of the parts
B - Can be broken up easily
C - Have potential buyers for the all business franchises
D - Able to make an easy 30% margin after paying North of £2 per share
Hell if I had the cash myself, I would be tempted
https://www.washingtonpost.com/business/2023/04/18/will-apollo-offer-thg-a-route-out-of-its-troubles/b335e6d2-dd9f-11ed-a78e-9a7c2418b00c_story.html
Re posed as url gets lost in other threads