Doug from Fabricated Knowledge on $SITM
Yet Another Value Podcast
Analyzing Mid-Cycle Sustainable Earnings and Potential Growth
The speakers emphasize the significance of mid-cycle sustainable earnings over near-term or future predictions, discussing free cash flow, earnings per share, stock price, and potential growth of a company. They also reflect on their analysis, highlighting the need for conservatism and acknowledging positive outcomes. TIGAS, a sponsor, is mentioned.
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