Special Sits Capital Mgmt (@specsitscapmgmt) 's Twitter Profile
Special Sits Capital Mgmt

@specsitscapmgmt

Opinions are my own, not investment advice.

ID: 1059877779632766976

calendar_today06-11-2018 18:38:49

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Special Sits Capital Mgmt (@specsitscapmgmt) 's Twitter Profile Photo
Special Sits Capital Mgmt
@specsitscapmgmt

18 days ago

Simple math: $RACE 2025-2030 EPS guidance implies 5.5% CAGR in the period. Even after today’s decline, stock trades at 41x 25 EPS and 31x 30 EPS. The implied return of buying the stock, getting a 90% payout on EPS (the company only assumes 40%) and exiting at 25x EPS in 2030 is