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Two more reasons Vivendi should sell Activision Blizzard.

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Vivendi: Extremely Undervalued, Long-Term Winner Could Unlock Value Through Spin-Off Or Asset Sale

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Some more of my many investing mistakes, why I love them, and why I can’t wait to make more.

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Seekingalpha.com posted my article Alexander & Baldwin: Spin-Off Analysis And Valuations

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Alexander and Baldwin Inc (ALEX) spin off analysis and valuation.

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Dole Is Undervalued, Could Be A Winner From Spin-Off Or Asset Sale

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Dole Valuations

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Vivendi to sell Activision? Description of other subsidiaries.

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My valuations of Vivendi

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Portfolio structure

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Current Portfolio

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