@Shivacii
Sorry for over simplifying the post and giving hard numbers. I meant above 20 it seems to be overvalued and close to 15 the margin of safety is high. I also said 2x/3x so I don’t have 45 in my mind but 30 to 45. You see selling above and buying close to 15 was a good strategy at least for me it turned out good
@Aarti Dist tv in my view has a very low probability to shut down because it is debt free or going to be and second it has positive on an operational level. They constantly purchasing fixed asset and paying off debt. What I meant to say that if they don’t sell dish tv then you might loose money here. One notional loos and two opportunity cost . You will be stuck here for a long time because for them to get into growth phase will almost take 2yrs.
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