Скачать или смотреть BRIGHTHOUSE FINANCIAL STOCK ANALYSIS - DAVID EINHORN'S 2nd US POSITION

Brighthouse financial (NASDAQ: BHF) is David Einhorn’s second largest US portfolio position trading at a price to book of 0.37 and a forward PE of 5.
The company is a recent spinoff from MetLife (NYSE: MET) and there is a great debate going on between Einhorn and the market as the stock is down 50% from when he opened his position.
To analyze the stock and see whether this is really a bargain and a good addition to our portfolios we are going to discuss and give an analysis on:
(1:46) The company (overview, RISK (5:29 KEY RISK), outlook/guidance (9:26), risks in general (9:43), spinoff, current situation, guidance (9:26), outlook (14:41))
(1:57) CEO explains the company and what can investors expect
(16:36) Behavioral finance plus Klarman’s take on spinoffs (from the book Margin of Safety)
(17:44) Analysts estimations and market sentiment
(18:42) Einhorn’s bullish thesis and the market’s bearish thesis
(20:10) Conclusion - not really for retail investors

GM stock analysis:    • BEST STOCK TO BUY NOW - EINHORN's TOP PORT...  
VIDEO on Pabrai:    • MOHNISH PABRAI 5 STOCK MARKET INVESTING TIPS  

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