Subject: OT: Graham Holdings
https://www.barrons.com/articl...

If the valuation Barrons outlines is close, might not be a terrible place to sit and wait.

I did take a position in Cable One after noticing Lou Simpson liked it. Did pretty well too. My exit timing was dumb luck but it worked out.

Graham Holdings is old school by today's Mag7 perspective, but I tend to be drawn to old school value.

Any opinions?

m