Stinson Dean - Talking Lumber
The Business Brew
00:00
Common Equity
i think you have to not have a whole lot of career risk in order to bet on it. i just think thereis some things that are really thrown out with the bath water. I fundamentally think 500 million to 750 million is under wright of cash flow, is underwritable for the next five to seven years minimum. That business is trading to day at three point five billion dollars. It's basically trading as if it's in liquidation. The customer dynamic dynamics are the best they've ever been. And the average customer's 60. E sixy year old woman.
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