PJ Kurzweil on Spectrum Brands SPB
Yet Another Value Podcast
00:00
Capital Location
I do think fish, at best, have liked, kind of salled out. And i would not be surprised if these are pretty nice, pretty mody businesses. Why isn't the company buying back stock if they're so cheap? I've been really impressed by how they've talked about capital location. It's worth noting that David mora did bid for central garden and pet back in 20 14. Plus, this chairman, with the majority, controls 81%. So i think those are two additional pieces ot high light.
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