Quick Value #266 - GARP Stock at Value Price
Possibly the most contrarian idea I've ever seen
Today’s post:
Entire industry trading at low-single-digit earnings multiples
Strong growth outlook for the next 1-2 decades
Multiple inflection points — revenue growth, deleverage, capital allocation
6 years of revenue declines followed by 8 consecutive quarters of growth
Trading at 6.5x EBITDA and 6x earnings with 3x leverage
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