Packer16 Posted February 4, 2010 Share Posted February 4, 2010 I have been looking at both ISCA and TRK. Both look like great moat businesses with TRK slightly cheaper than ISCA on a FCF basis. Has anyone else looked at these firms? Packer Link to comment Share on other sites More sharing options...
Rabbitisrich Posted February 7, 2010 Share Posted February 7, 2010 TRK looks very attractive after a quick glance. But what do you think about this Oasis Group nonsense? I note that the current CEO is over 80 years old, and his family member, the COO, appears to have limited experience in an executive capacity. Does the younger man intend to expand the business model? On the other hand, the acquisition of New Hampshire Speedway last year appears to have been at good price, and management didn't impair the balance sheet to get the deal. I have to do more research, but thanks for the pointer. Link to comment Share on other sites More sharing options...
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