AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Value of LW Stock
The two critical questions that I think stem off of everything you just said are going to be the pricing power discussion and especially the pricing power with their global customers. And then just how good of a business it is because that will play into the value, the valuation, all the discussion. So why don't we just talk 12 and a half billion market capish? What's the valuation look like there? Yeah, I mean, it's this year's a little bit wonky. You know, part of the thesis is this was a 27% gross margin business pre-COVID. This has got rex through CO VID and not only COVID, but more importantly, sort ofsort
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