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MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
Millennial Investing - The Investor’s Podcast Network
What Is It About a Censure?
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Essential is certainly not the cheapest business that we own at the moment, but it is traning out a discount to what we believe is is our base case value. We do see upside returns there. Part of it is our history with the bus. Part ofit is the fact that it's growing in the twenties and no one's giving them credit for it. And they ind their book to bill has been above one in both strategy and operation. So that means that you take this growth rate here, right? It's going to grow at least a double digits year out. But that's because it deserves it, right? I've looked at many other businesses n an i t consulting
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highlights
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