Currently trades at ~3x EV/ARR, great value at these levels for a long term hold in my opinion.
If we fall below ~2x EV/ARR, then I will really be loading up the truck.
Once ARR growth returns on the flip-side of COVID, coupled with cf+ operations, I wouldn't be at all surprised to see LVT trade at north of 6x EV/ARR.
T.E.P.
