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Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price | #372

The Meb Faber Show - Better Investing

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I've Never Had a Doughnut in My Life.

graham: I think there's a lot of reason to be optimistic, but it's still not a low multiple stock. While it's got this fair to call the melting ice cube corps business, it's built in incredible sintak, digital transfer business that is one of the largest in the world. Thereis business called ranile, which trades at ten times revenue. That business is exactly the same, almost the same size as money grams on line business. And money gram trades at less than one times revenue.

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