Fructivore Investments

I’ve been meaning to mention this, but my latest article at seekingalpha (and third editors’ pick in a row) deals with DST Systems, a company that provides IT and automation services for the mutual fund industry, among other clients, has a portfolio of stock and private equity investments that is worth a little under half of its current market cap. And yet from the earnings multiples, it’s as though most of that portfolio doesn’t exist. For details, please see.

http://seekingalpha.com/article/290409-dst-systems-hidden-portfolio-assets-make-a-compelling-opportunity

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Investing by grocca