You'd have to pay me not to own this stock

Pengana Capital Group

Pengana Capital Group

You're probably familiar with online platforms such as Investopedia, Dictionary.com and the video streaming platform VImeo. You've also probably heard of popular dating sites such as Tinder. But did you know they were all owned by one NASDAQ listed parent company?

Steven Glass, Head of Research and Portfolio Manager of The Pengana International Equities Fund says InterActiv Corp is the highest conviction idea in his portfolio. In this video he runs through a 'sum of the parts' valuation for IAC. His conclusion is that the stock offers such compelling value that you'd have to pay him not to own it.

Click here for more information about Pengana International Equities Fund

 


1 topic

Pengana Capital Group
Fund Manager
Pengana Capital Group

Pengana Capital Group (ASX: PCG) is an ASX listed diversified funds management group specialising in global and Australian managed funds, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.