jared’s Substack

jared’s Substack

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MBUU: High quality stock in a turning industry
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MBUU: High quality stock in a turning…

jared lucich
Jan 17

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jared’s Substack
jared’s Substack
MBUU: High quality stock in a turning industry
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Opportunity to buy a high ROIC business that has grown EPS at a 30% CAGR since FY2015 at 6x normalized FCF.

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