Value Investing with Sven Carlin, Ph.D.Published 2026-09-25
“Universal Music Stock AMS: UMG Now €14 Target: €74”
$UMGNo side taken
UMG is a good relative investment at current levels (3.7% return) but lacks sufficient margin of safety for an absolute value classification; it becomes interesting only if the price drops enough to yield a 10% return.
Universal's stock has dropped by 50% over the past year and something like that . It was trading at 28 a short while ago . It is now at 14 . Let's see what happens.
But perhaps most importantly, just a few months ago, Bill Ackman was prepared to pay 30 per share, and now the stock is trading at 14.