Cannae Holdings: A Dollar For Sixty Cents

It is rare to find a holding company with a clean balance sheet, liquid assets, and a clear catalyst trading at half of its liquidation value. Usually, when a gap like this exists, it’s because the assets are trashI'm a fundamental investor who targets situations where the market has pushed a company’s valuation far out of line with its underlying economics. My professional background in corporate financial analysis has deeply shaped my investment perspective, leading me to focus intensely on cash flow dura ...