031: Book Value Can Sometimes Be Your Margin Of Safety
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - A podcast by Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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Flotek was recently selling for $80 million and had over $60 million of cash. I missed it, and now it's up over 80% in a few weeks. But I learned an important lesson, real book value matters, and real book value can sometimes provide a margin of safety if the price is low enough.Flotek Industries - https://seekingalpha.com/symbol/FTK
