Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
Focused Compounding
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The stock is down a good amount since 2021 from its highs. If you're not going to really account for what could be a COVID boom on a $388 million enterprise value, that's close to 10 times EBIT. So I don't even think the stock is super cheap, but it doesn't look expensive on like a basis of the future as compared to lots of other things.
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