Everything said about
TOYOF
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17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 03:30
Lumine multiple contraction creates buying opportunity
"The bull case argued for Lumine is that its steep multiple contraction from 55x to 16x operating cash flow represents a major disconnect from its strong fundamental cash generation and projected 30% CAGR."
In depth · 4/5
17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 08:15
Constellation Software's non-GAAP reporting signals quality
"The bull case argued for Constellation Software and its spin-offs is that their refusal to report standard EBITDA in favor of 'free cash flow available to shareholders' signals a long-term orientation and high-quality capital allocation."
In depth · 4/5