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  • Update: Shares of Porsche Automobil Are an Easy Double

    Published: September 19, 2012

    PAH3FGMTMHMC

    As predicted, Judge Stefan Puhle did a service to equity markets by throwing out the ridiculous short-selling lawsuits. Shares of Porsche have re-rated to 46 EUR still trading at a massive discount to 76 EUR tangible book comprised simply of 150mm VOW GR shares worth 20.2B EUR today, and 3B in ne...

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  • Porsche Is a High-Quality, Special Situation Opportunity

    Published: July 02, 2012

    PAH3GMFTM

    Following the sale of Porsche AG, PAH3 turns into a highly levered, easily modeled, perpetual call option on Volkswagen which I view as being attractively priced at only 3.08x trailing PE, 2.7% dividend yield and with the enlarged company being the strongest automobile manufacturer in the world c...

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