Willis Cap
willis_cap
(1/10)Story on $CSU.TO’s acquisition process that I saw up close. It makes me more confident in their ability to win deals:A friend owned ~40% of a VMS company with ~$1mm
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(1/n) Here's my rough outline of $GOOG's intrinsic value over the past few years. Based on these numbers, intrinsic value is likely to roughly double from EOY 2018-2021.Caveats and methodology
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