Julian Sinclair Recommends Tata Motors On Jaguar’s Expanding Market

Rupert Hargreaves

Published onOctober 31, 2013

Updated on May 13, 2021

Ira Sohn London: Julian Sinclair, Chief Investment Officer Talisman Global Asset Management Limited

Trade Idea: 1. Tata Motors Limited (ADR) (NYSE:TTM), 2. Shared appreciation mortgage

Price Target: 1. Tata: 100% upside

Themes:

Julian Sinclair on Tata Motors

Around 80% of Tata Motors Limited (ADR) (NYSE:TTM) is Jaguar Range Rover. The Jaguar Range Rover brand is worth around $17 billion alone, around the same as Tata's market cap. Jaguar Range Rover business is only trading at 6 times earnings. Jaguar Range Rover is one of the four great German car...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article

Already a member? Log in here

Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

Julian Sinclair Recommends Tata Motors On Jaguar’s Expanding Market

Julian Sinclair on Tata Motors

Login required to continue reading.

Get Your Business News