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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (69859)3/2/2022 9:29:08 PM
From: Spekulatius  Respond to of 78813
 
re VTRS - I understand it’s cheap on some metrics, but you can’t ignore that there is a heap of debt ( >$20B ) ahead I’d the equity. The bios similar business was supposed to be a major growth avenue and now it gets sold. They have revised down their cash flows in early 2021 and now again in 2022.

I don’t like selling at this low price either, but I have a hard rule to sell when I think my thesis is broken and/or I don’t understand what management is doing.


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