Great write up Dave! These kinds of companies are hard to decipher with the easy numbers and their story telling. The nuance of what some numbers are actually telling us reveal the real choice for an investor. Appreciate the write up, and the thorough walk through.
An extremely thorough yet understandable and easy to read analysis. I enjoyed seeing your multiple approaches to evaluating the company, most of which my “gut” had previously told me, but your analysis was an excellent validation of my “gut” analysis. Thanks for the great writing.
Great write up Dave! These kinds of companies are hard to decipher with the easy numbers and their story telling. The nuance of what some numbers are actually telling us reveal the real choice for an investor. Appreciate the write up, and the thorough walk through.
My pleasure Brandon. Glad you enjoyed it.
An extremely thorough yet understandable and easy to read analysis. I enjoyed seeing your multiple approaches to evaluating the company, most of which my “gut” had previously told me, but your analysis was an excellent validation of my “gut” analysis. Thanks for the great writing.