Munger Posted August 3, 2011 Share Posted August 3, 2011 For those who think we're just going through a soft patch (which I don't and consequently I don't own the stock), here is a nice little value play. $567 million market cap @ $8.80/share roughly $450 million (some would argue $550 million+) of unecumbered owned real estate $345 million of debt/capital leases $90 million of FCF Surprised this hasn't hit the radar of BH -- right in his wheelhouse. Link to comment Share on other sites More sharing options...
Kraven Posted August 3, 2011 Share Posted August 3, 2011 Thanks for posting this. Interesting. Link to comment Share on other sites More sharing options...
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