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AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Warren Buffett Business
Preston: This does kind of seem like a Warren Buffett business in some ways. Once they get the margin expansion, times 20 to 25 times at PE, which is their kind of historical margins. But I do want to put one pushback would be, Hey, you guys are throwing out a 23 times historical multiple. That was the multiple in 2018,. 2019 interest rates were lower than inflation was lower than the stock market had a better multiple than right.
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