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Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

Focused Compounding

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How's It Doing Since Covid?

Back far lane group plc 170 million pound market cap Packaging distributor 20 years ago the company sold off extraneous operations have focused on packaging distribution since then they've rolled up a good portion of the uk and are starting to expand Into the continent. Currently trading around 10 to 11 times free cash flow and essentially no nut dut excluding leases Over the last 10 years stock price has caggered at about 15 PercentAre you familiar with this company? Mm-hmm. Yeah, of course I don't know Yeah, that was because I pulled up on quick FS Okay, I don’t know enough about the business really I guess Um, you know, I've looked

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