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LMN.VBULLISHCore thesis · 5/5

Lumine Group as an out-of-favor serial acquirer

The speaker's case for Lumine Group is that it is an out-of-favor serial acquirer whose cash flow growth justifies a higher multiple than its current depressed valuation.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
LMN.V: Lumine Group as an out-of-favor serial acquirer · Zortix