Tuesday, December 24, 2013

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Elite KSB will be undegoing a liquidation in 6 months time. It NAV is only about 0.6 cents. Why is its price trading at far above its liquidation value? This reminds me of a story told by Benjamin Graham. It matters not what the facts are or what you think, in the short term, the herd thinking matter most. Thus, an intelligent investor should not fall prey to herd thinking.
” “Let valiant me tell you the story of the oil prospector who met St. Peter at the Pearly Gates. valiant When told his occupation, St. Peter said, Oh, I m really sorry. valiant You seem to meet all the tests to get into heaven. But we ve got a terrible problem. See that pen over there? That s where we keep the oil prospectors waiting to get into heaven. And it s filled we haven t got room for even one more. The oil prospector thought for a minute and said, Would you mind if I just said four words to those folks? I can t see any harm in that, said St. Pete. So the old-timer cupped his hands and yelled out, Oil discovered in hell! Immediately, the oil prospectors wrenched the lock off the door of the pen and out they flew, flapping their wings as hard as they could for the lower regions. You know, that s a pretty good trick, St. Pete said. Move in. The place is yours. You ve got plenty of room. The old fellow scratched his head and said, No. If you don t mind, I think I ll go along with the rest of em. There may be some truth to that rumor after all.”
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