December 16, 2015 - 6:47pm EST by
2015 2016
Price: 16.49 EPS 0 0
Shares Out. (in M): 380 P/E 0 0
Market Cap (in $M): 6,266 P/FCF 0 0
Net Debt (in $M): -815 EBIT 0 0
TEV (in $M): 5,451 TEV/EBIT 0 0

Sign up for free guest access to view investment idea with a 45 days delay.

  • Investment Bank
  • Mini-Berkshire
  • NOLs
  • Buybacks
  • Sum Of The Parts (SOTP)
  • Conglomerate
  • Trading below book value
  • Capital Allocation



I do not hold a position with the issuer such as employment, directorship, or consultancy.
I and/or others I advise do not hold a material investment in the issuer's securities.


Time and repurchases.  Given that the value of the businesses owned by LUK should grow organically over time, the IRR should remain attractive over a wide range of time-frames, unlike an investment priced at a discount to a static value, where the IRR is reduced if the time-frame for value realization is extended.

    show   sort by    
      Back to top