PJ Kurzweil on Spectrum Brands SPB
Yet Another Value Podcast
Smart Locks
Asa is about 20, and then i think quik set is, i don't know, 14, 15, 12. Thethat's ta get to 32. It just, it strikes me as a little bit of a far fetch that this is a real anti trust issue, right? So how do you think through the down side, what h h i would be worth if this was blocked for some reason? Ok? Well, first, the break fee of 350 million dollars, its about eight % of proceeds, or eight % rather, of the purchase price. And that's triggered even if the deal falls apart,. If they agree to sell it in september at 14 times
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
