Orca Exploration: Graham-Style Deep Value Bargain

This article is authored by Ideaweek participant Serge Belinski, chief executive officer of Value Holdings, based in Paris.

This write-up updates Serge’s in-depth presentation at Best Ideas 2018.

Orca Exploration Group is a holding company that trades below liquid assets. In addition, the company holds a stake in a valuable business worth multiples of the recent stock price (evidenced by a recent private market transaction).

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Disclaimer: We are shareholders of Orca Exploration Group. The opinions expressed herein are our own and may contain errors. Our companies cannot be held liable for investment losses resulting from an investment that we recommended.