Aug. 7 at 5:49 PM
$VHI Strange mismatch relative to KRO, given that it more or less owns it. VHI valued just slightly above CIX which it also owns. it will eventually find fair value relative to the component parts, that would be above
$30 on current holding values. if only Contran would sell, it would unlock huge value, even if they sold 30-50%.
