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User 305589 » Comments » AMLN

  • Michael Mauer Leaves Citi for Icahn  [View article]
    sorry, it should read: at about 25-30% BELOW book value currently, the stock looks compelling


    On May 14 12:37 PM User 305589 wrote:

    > of course, icahn had his fair share in doing dumb things. Buying
    > a soon-to-be bankrupt homebuilder near the top of the market (luckily,
    > mgmt of the company was even dumber and rejected the offer or else
    > icahn would have paid more than 6 times the amount he finally spent).
    > Motorola, yahoo. I doubt that any of these three will ever really
    > come back. that being said, his overall track record remains excellent
    > and at about 25-30% of book value the stock looks compelling
    May 14 12:38 pm |Rating: +1 0 |Link to Comment
  • Michael Mauer Leaves Citi for Icahn  [View article]
    of course, icahn had his fair share in doing dumb things. Buying a soon-to-be bankrupt homebuilder near the top of the market (luckily, mgmt of the company was even dumber and rejected the offer or else icahn would have paid more than 6 times the amount he finally spent). Motorola, yahoo. I doubt that any of these three will ever really come back. that being said, his overall track record remains excellent and at about 25-30% of book value the stock looks compelling
    May 14 12:37 pm |Rating: +1 0 |Link to Comment
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