I have written about Urbana Corporation (TSE: URB, TSE:URB.A) several times. Below is an embedded copy of a spreadsheet that I maintain each week, tracking the changes in URB’s holdings. When the markets are open, the spreadsheet updates in real time. Please leave any comments below.
Email Frank about Urbana Corporation here
I was recently interviewed for Research Magazine’s article The Measured Approach to Value by Gerald Burstyn. You can read the interview here (I am featured mostly on the second page). One thing to note: I am incorrectly referred to as a Chartered Financial Analyst. While I have passed the three exams, I have not yet received the . . .
→ Read More: The Measured Approach to Value
What if I told you that you could buy America’s biggest companies at a 30% discount? Apple (NASDAQ: AAPL) at $273 rather than $390; Amazon (NASDAQ: AMZN) at $145 rather than $206; Google (NASDAQ: GOOG) at $377 rather than $539?
It can be done via an investment in Foxby Corp. (PINK: FXBY), a small closed-end fund with holdings in these companies as well as many other well-known large caps. Closed-end funds can often be the source of value opportunities (as we . . .
→ Read More: Foxby Corp: America’s Biggest Companies at a 30% Discount ($FXBY, $AAPL, $AMZN, $GOOG)
I have written about Urbana Corp (TSE: URB and TSE: URB.A) several times, and Saj Karsan wrote about it here. The short story is that this is an investment company with holdings comprised of stock exchanges and other financial companies. The bulk of the company’s assets (by value) are publicly traded, so therefore easily valued. Unlike many of the companies I feature on this site, an investor doesn’t need to question whether the inventory should be written down, or . . .
→ Read More: Urbana Corp: Easily Valued & Massive Discount to NAV ($URB, $URB.A)
Dean over at Petty Cash has produced some nice graphs showing Urbana Corp’s (URB) (URB.A) NAV versus price (for each share class) over time. Pretty interesting stuff, and worth a read for anyone that was interested in my write-up here, here or here.
Check out the charts here.
Also, on a side note, URB investment portfolio manager Tom Caldwell as purchased another million shares (at a premium to today’s price… just sayin’):
Thomas S. Caldwell (“TSC”) . . .
→ Read More: Urbana Corp News: Insider Buying and Charts Galore (URB, URB.A)