A platform roll-up with 40%+ ROCE and trading at less than 3.5x EV/EBIT
Just have to say, I really appreciate just how comprehensive these write ups are and how you put them out to the public. It's greatly appreciated.
very nice! cheap, a bit cyclical, I wonder wether to watch this for a while and buy as the economy slows due to inflation
Just have to say, I really appreciate just how comprehensive these write ups are and how you put them out to the public. It's greatly appreciated.
very nice! cheap, a bit cyclical, I wonder wether to watch this for a while and buy as the economy slows due to inflation