This stock resembles Charlie Munger’s 2001 Tenneco investment that made him 8x his money
0.07x price-to-sales, 30% normalized and growing FCF yield, strips assets to pay down debt.
This is a complete list of articles I have written on the subject.
0.07x price-to-sales, 30% normalized and growing FCF yield, strips assets to pay down debt.
On the elevator oligopoly, the golden service market, economics of density, working capital benefits, innovation, China, and smart elevators.
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