
Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
Focused Compounding
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Is It Short Term Debt?
Chase will be modestly levered 1.2 times net leverage post acquisition with a clear path to deleveraging quickly uh, they're estimated Net leverage was to go from1.2 times to Under 0.6 times within the next 12 months. I noticed that when we were looking at the balance sheet So on a quarterly basis, they had 180 million and now where they currently sit 165 million so they're paying it down Hmm is it short term money that they're buying? I think I saw there that they mentioned revolver. Yep revolver 180 million And then they balance sheet cash 70 million But then maybe they changed that to long-term debt because we're seeing long- Term debt
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