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Fringe Finance's avatar

Great points in your article!

Reminds me of Charlie Munger's famous quote:

“Every time you hear EBITDA substitute it with 'bull**** earnings''

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Chris's avatar

Many things attract me to the the business e.g.:

Hard facts

- High Cash, no debt

- Asset light, high Return on asset in the past

- Short Term cost cutting

- Low PE

Soft facts

- New CEO

- Strong Brand (as far as I know, because I‘m living in Germany)

I see the company min. trippling within the next years.

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