Portfolio: DOLE, PANR, YCA | Monitoring: APF.LN | Developing: Berkshire Hathaway's bets in Energy & Special Situations (CVX, OXY, ATVI)
Regarding APF - why do you look at EBITDA instead of NAV? Their mines have finite lives so no matter how cheap on EBITDA you are paying, what matters is how much EBITDA you have left...
Regarding APF - why do you look at EBITDA instead of NAV? Their mines have finite lives so no matter how cheap on EBITDA you are paying, what matters is how much EBITDA you have left...