Barron’s has some interesting “sum-of-the-parts” analysis on the publicly traded limited partnership units of KKR & Co. L.P. (NYSE:KKR). Says Barron’s: KKR ran $55 billion in assets across a variety of strategies as of March 31. Simply valuing the management fee stream from these assets at a 15 price-to-earnings multiple, in line with other money [...]
Posts Tagged ‘KKR & Co. L.P. (NYSE:KKR)’
KKR cheap on a sum-of-the-parts basis?
Posted in About, Stocks, Value Investment, tagged KKR & Co. L.P. (NYSE:KKR) on July 29, 2010 | 3 Comments »
-
Twitter Updates
- Look Out Below: Global Graham / Shiller Cyclically Adjusted PEs Still Expensive wp.me/pnq1T-1uR 4 hours ago
- @jasonzweigwsj Is Warren Buffett skilled or lucky? Yes? 1 day ago
- How to estimate the long-term return on stocks: What does the future hold? wp.me/pnq1T-1uD 1 day ago
- How to estimate the long-term return on stocks wp.me/pnq1T-1um 2 days ago
- Buffett buys newspaper division of Media General $MEG wp.me/pnq1T-1ui 3 days ago
-
Top Posts
- How to estimate the long-term return on stocks: What does the future hold?
- How to estimate the long-term return on stocks
- Look Out Below: Global Graham / Shiller Cyclically Adjusted PEs Still Expensive
- Man versus Magic Formula: Joel Greenblatt's Value Investors' Club vs his Little Book
- Active versus passive value investing: Does spending time researching a company’s fundamentals generate higher returns?
Seeking Alpha Contributor
Blogroll
- Abnormal Returns
- Breakout Performance
- Calculated Risk
- Cheap Stocks
- Compounding Machines
- Controlled Greed
- Dealbook
- Distressed Debt Investing
- Empirical Finance Research
- footnoted.org
- Graham NCAV Screen
- GuruFocus
- Hedge Fund Jobs
- Insider Monkey
- Manual of Ideas
- Official Activist Investing Blog
- Old School Value
- Oozing Alpha
- Shadowstock blog
- Simoleon Sense
- Stingy Investor
- Street Capitalist
- SumZero
- Value Investing Blog
- Value Uncovered
- Yes and Not Yes
Archives
- June 2012
- May 2012
- April 2012
- February 2012
- December 2011
- November 2011
- July 2011
- June 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- July 2009
- June 2009
- May 2009
- April 2009
- March 2009
- February 2009
- January 2009
- December 2008
