Bram de Haas
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Bram de Haas in Special Situation Investing News,

Looking At An Existing Story From Another Angle

Summary

I want to look at an inside-out growth story, as Matthew Berler calls it.

With this article I attempt to value only a small segment of a well-known struggling retailer.

If the company's core business magically disappeared and the segment could go on, the stock would at least double.

Looking at the company this way helps to see the market is extremely cautious regarding its future, while there is tremendous value if it survives.

Read More: http://seekingalpha.com/article/3364835-looking-at-an-existi...