A who’s who of the value investing world and numerous newsletters publishers are all hanging their hats on this company.

• Seth Klarman of Baupost Group and Royce & Associates to name two.
• Brandywine, Dreman, Complete Growth Investor, Motley Fool Rule Breakers to name a few more.
• Whitney Tilson or at least Tilson Dividend Fund, which is advised by Whitney, but managed by Centaur Capital (i.e. two ex Fools, Zeke Ashton and Matthew Richey) to name another.

They all scream the same thing, the sub $15 stock of this company is worth at least $25.

It is no wonder that, as pointed out in the Wharton Journal, Seth Klarman warns that value investing popularity has hit a new high over the last few years. When you couple that with an overwhelming influx of capital into the hands of newly minted fund managers, he says, what you get is investment opportunities in short supply – no fun when you’ve got $5.4 billion to deploy.

I’m sure you know the answer, but if not Baupost owned 30,86,619 shares as of 30 June

and you can now buy this company cheaper than all of them. I think I need to take a closer look.
A starter for ten from the Liquid Lounge.

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