tbh quality of these write ups could be improved vs the original monitor imo. From reading the frist 2-3 paragraphs I get nothing around why you think it is interesting vs market consensus. There are many companies at 5x EBITDA. Why this business model in particular what is clearly the bet here, and why / what data you have that confirms this is a good bet to make?
tbh quality of these write ups could be improved vs the original monitor imo. From reading the frist 2-3 paragraphs I get nothing around why you think it is interesting vs market consensus. There are many companies at 5x EBITDA. Why this business model in particular what is clearly the bet here, and why / what data you have that confirms this is a good bet to make?
Thanks for sharing this idea. Curious, how is the 'dividend adjusted value' of the security shown on the chart calculated?
You can see on the top left how Bloomberg estimates the value; 1 Dividends reinvested + HCO share price, 2 dividends reinvestd at a fixed rate
He really said "Yuck" xD