Bonus episode: Randy Baron updates $AMRS and $RNLX
Yet Another Value Podcast
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Cable Vision
The two things that really get my juices flowing are sheer bybacks and a line management looking to create value. April 20 22, john mellows package does not start between, for his rs or option package, from five to six x the current level,. That is a symmetrical to the upside, and totally consistent with what i said earlier with the company. If they leave 20 23 with a billion dollar run rate, that's a seven x return on the stock. And that's roughly where john millow starts to get his pay out which would never get to, you know, 60 million dollars.
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