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Post# of 114182
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Swick984

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Swick984

Re: Mermelstein post# 56047

Thursday, 11/08/2018 5:34:13 PM

Thursday, November 08, 2018 5:34:13 PM

Post# of 114182
RUBI/PERI - It might be helpful to research why it fell off a cliff, why it's coming back, and why investors and management feel it will continue to come back both in the short term and long term. Markets and valuations are forward looking. I'd rather buy a business at the same EV that has a cash pile/no debt and is projected to grow free cash flow with strong industry tailwinds, than one which has debt and has more free cash flow now, but declining.

Appnexus was bought for $1.5 billion, RUBI should be worth more than 5% of that...

This is what makes a market.

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