“Cord ... is an $8 billion valuation ... at three, four times what we think will be cash flow going forward”

Monetary Matters with Jack Farley · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC

Play from 30:33
30:33

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What was described

Buy Cord (an independent ENP) at a valuation of three to four times its cash flow

$8 billion valuation; 3-4× cash-flow multiple

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