TCF 0.39% $5.12 360 capital mortgage reit

TLC vs Jumbo I was wondering what your thoughts are on TLC vs...

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    TLC vs Jumbo

    I was wondering what your thoughts are on TLC vs Jumbo?

    I feel combined they actually would be a good match as Jumbo is the leader when it comes to SaaS in Lotto, with higher growth, higher margins all driving the valuation of Jumbo. Meanwhile, TLC has a super attractive business, which is basically a monopoly. It generates really high ROIC (ex goodwill) as it is very capital light. Growth is relatively low, but stable. Like an infrastructure company, just much higher returns.

    Which will be the better investment...?
 
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