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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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What's the Business Description of Nusara?

Nusara is a manufacturer of highly differentiated polymers. Used by 700 leading consumer products personal care coatings and industrial companies. The pro forma has the combined companies 390 million in revenue 98 million in adjusted evida Which is a 25 percent margin Capx 6 million free cash flow conversion 94 percent What do they use for free cash flow? I don't care that much about it because there's an a ton of Volatility like it's not like they're earning overly high levels now probably.

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