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
What I have learned over the years
15
7
Boring and reliable
5
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Turtles all the way down!