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Tuesday, November 12, 2019 6:10:52 PM
1/x Thread on $VGW and $LABS consumer packaged good co-packer strategy, and what I think is the single largest reason for their significant valuation discount vs. comps, and on an absolute basis.
— Max Mausner (@MaxMausner) November 12, 2019
At every institutional investor group meeting that I attend someone says:
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