Share
1,111 Posts.
lightbulb Created with Sketch. 242
clock Created with Sketch. 11/10/21
19:55
Share
Originally posted by MIStragic
↑
AVL has just come onto my radar, and although the company is intriguing and seemingly strategically important to WA, I cant get a handle on how to value this company. I read Gavin Wendt's latest update, and apparently it's up 50% since her initiated coverage in 2017 ... but scores of other companies are up by multiples of this, so not exactly a great pick at 12.5% per year in a bull market.
Expand
Compare management and the latest CR with the TMT and VR8 and you will see the difference
(20min delay)