Diversified Solutions Business With 100% Upside?

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Rupert Hargreaves
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Companies that have a record of compounding shareholder equity at a rate of 20% or more per annum are rare, and those that do exist tend to command a high valuation. However, Nicoya Capital believes it has found a hidden gem with Nelnet, an unknown compounder diversified solutions business company trading below book value and at an earnings multiple of less than 10x. Nicoya presented Nelnet at last month’s Valuex Vail conference. [munger] “The Amazon/Google Of Hedge Funds” Warns Of Investing Minefield: looking To Hire More Macro Analysts Lakewood Capital Bets Against One Of China’s Richest Billionaires Great Investors Debate – Should…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk