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No. of Recommendations: 5
Andrew Bary touting this mini Berkshire Hathaway

You don’t get more low-profile than Graham Holdings,” says Craig Huber of Huber Research Partners, one of the few analysts following the stock, citing the company’s lack of quarterly conference calls and limited investor-relations efforts.

That’s a missed opportunity, because the thinly traded stock, at around $590, looks cheap relative to the estimated value of the company’s assets. They include valuable local TV stations, the Kaplan education business, manufacturing and healthcare operations, several auto dealerships, and restaurants in the Washington, D.C., area such as the historic Old Ebbitt Grill, which was the highest-grossing eatery in the capital before the pandemic.

“What Graham is trying to do is recreate a small Berkshire Hathaway and leave the management teams in place to run the businesses,” Huber says. “Investors get frustrated because they don’t understand how it all fits together.” The analyst has an Overweight rating and a $730 price target on the stock.

https://www.barrons.com/articles/buy-graham-holdings-stock-b...
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