Epiphany Investing

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Las Vegas Sands is the Stock Version of a Bruckheimer/Bay Flick (LVS)

I’ve been working hard to get a breakup value & earnings model going for Las Vegas Sands, but the input parameters keep changing by the hour. This casino operator with massive interests in Macau and Vegas is down over 90% in the past year, and I’ve long been a fan of the potential for value [...]

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Las Vegas Sands puts the brakes on Macau
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