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
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Target offshore supply-vessel operators (e.g., Tidewater) whose fleet can be bought at close to current price or ~20 % premium
Fleet rebuild cost twice current price; possible purchase at ~20 % above today’s price
“Only one client on that entire churn list was priced at anything close to a reasonable rate… his premium clients weren't going anywhere at all… A price increase strategy still made sense for this firm overall because his best clients weren't leaving at all.”
“They promoted it. They sold it at a premium price. They celebrated it with their employees and it spurred on more brand new innovations.”
“We're using Peec currently. I like them. They continue to get adopted. It was reasonably priced.”
“Bought in February and sold in October and made seven times the price”
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