Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
Focused Compounding
00:00
Is Chemicals a Good Investment?
It's trading from his email at 12 to 13 times Earning sound like a pro forma basis Would you think about it how you would value a spin-off? I'm probably not gonna get a lot of information except what management tells me because this is a very Specialized sort of industry where I don't have a lot of insight into it.
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