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#	AUTHOR DATE SUBJECT
13	member 4/04/16 10:09AM Any update
The stock is trading actively and the opions even more so the last 2 days...who would be a buyer of the company and at what price if there were a takeover approach? Whats ultimate value view available tags
2	member 9/24/15 2:41AM H Partners selling
Thanks for the good write-up. Certainly looks interesting. I worry about one thing though. http://whalewisdom.com/filer/h-partners-management-llc H Partners are long term holders of Grace and extremely patient, skilled investors that I have a lot of respect for. So when... login to read the rest view available tags
1	member 9/23/15 11:01PM Valuation
Can you expand more on that 20% IRR using (fairly high) take out multiples? Is that a 5yr view, like PE underwriting? How much FCF per share will each business throw off when spin off... login to read the rest view available tags