Quick Value #262 - Turnaround + SOTP

One part turnaround / self-help story and one part SOTP with assets to unlock

Today’s idea:

• Sleepy publishing company with conservative balance sheet

• Significant real estate “hidden asset” (likely = market cap)

• Trading at 5.5x EBITDA / 8x FCF (ex. hidden assets)

• Strategic review underway

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