The following are notes from James Smith’s presentation from the 10th annual Sohn London Investment Conference, which took place on December 6th, 2023. James Smith on Samsung James Smith, representing Palliser Capital, presents Samsung Electronics Co Ltd (KRX:005930) as the company of focus in their pitch. Samsung Investment Overview: Palliser holds a 2% stake in Samsung, making them the 10th largest shareholder. Samsung boasts a substantial market capitalization of 15 billion USD. The intrinsic value of the company is estimated at 40 billion USD. Palliser anticipates the stock price to align with the true value of the business in the…
On This Page
This content is exclusively for paying members of Hedge Fund Alpha
Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha
Don’t have an account?
Subscribe now and get 7 days free!
