Ari Lazar sees value in $KW
Yet Another Value Podcast
00:00
The Lenders Aren't Doing Due Diligence on the Borrower.
Iadan: I think it's an unbelievably stable business, hot, extremely sticky. And they're still growing very rapidly. They've been growing and are on haste to grow a fusu. Look at their capital commitments by lake, about 20 % per year. i think that's a pretty reasonable growth ry to expect them for the next few years. It ties so well into their corps business. Like wonthat portion of the business makes their corp business better. Think them better at the acid management.
Transcript
Play full episode
