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  • Featured screen shot 2018 03 06 at 2.18.40 pm 20ae4ca9d2

    Shorting The Oracle of (Boston) Omaha?

    Published: March 06, 2018

    We first became aware of BOMN when we noticed it was trading at a 52 week high.  We thought it was an interesting company but felt the stock was overvalued trading at well over 2x book value, especially since much of its book value was made up of cash.  We thought about shorting it at that point ...

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