tag:blogger.com,1999:blog-9031526429482744032.post1240211366166466254..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: Back to the pre-investing sheetPenetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-9031526429482744032.post-87940806578784094992016-04-19T15:57:12.208-07:002016-04-19T15:57:12.208-07:00Donville and Ackman are surely not idiots. But I t...Donville and Ackman are surely not idiots. But I think they went on thin ice with some investments like VRX and CXR. I don't really understand the position of Ackman in Zoetis too.<br /><br />Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-8236495149946527962016-04-19T12:02:51.819-07:002016-04-19T12:02:51.819-07:00Tabarnac, garde les pieds sur terre et reveille to...Tabarnac, garde les pieds sur terre et reveille toi. <br />Continuing in English for the discussion<br />You cannot let the market dictate your opinion of the intrinsic value of your investments. It is too easy to say because Ackman got killed on Valeant and some others that he is a fool and that Valeant and other Hedge funds bets are worthless. Maybe some are undervalued! Donville Kent and Ackman are not idiots and the companies they invested in have a value based on their cash generating ability. The story is not over, but because a lot of "investors" think it is, I see opportunity. I actually opened a small Valeant Position. Anonymousnoreply@blogger.com