tag:blogger.com,1999:blog-7294165939647321702.post8212668284335825166..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: You Down With RFP?Saj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7294165939647321702.post-50951000755531706522019-02-28T13:22:14.322-05:002019-02-28T13:22:14.322-05:00You are right. I do consider those valuable, thoug...You are right. I do consider those valuable, though. They saved over $150M in taxes last year from what I recall. While they may take years to materialize, there are some liabilities like that too, so I don't think there's too much of a mismatch.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-24780178634555434872019-02-28T10:40:56.061-05:002019-02-28T10:40:56.061-05:00Barel,
It seems the assets include over $800M of ...Barel,<br /><br />It seems the assets include over $800M of deferred income tax benefits which account for the difference in market value vs book value. Anonhttps://www.blogger.com/profile/13567025814297743622noreply@blogger.com