
EP #159 | Macro numbers we follow & a few additional earnings
Dividend Talk
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Beatrice's Quarterly Results
Cohen asked us what are your thoughts about the last quarterly results of Beatrice? Yeah so here again I studied them as well via Tris and I must say Kun it's a bit hard to grasp them. Free cash flow numbers are still good the company based on that is still very very low priced. Yattas, they're really transitioning their business so it's kind of a portfolio management business at the moment.
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