Short term will hurt though
17
3
Chemicals and a slow liquidation
5
A 15-20% FCF yield from cardboard boxes
7
4
Third time's a charm
9
2
Numbers over narratives
9
3
Anatomy of an oligopoly
5
3
Growth at a very reasonable price
4
Plastic packaging at a 7x PE
2
8
See all

Turtles all the way down!