3 Comments
Feb 9Liked by Ironside Research

Nice write-up, enjoyed reading it. Thanks.

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Thank you!

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Thank you for the write-up. I come across Mastercraft like 2 times a year and are tempted each time.

How do you get to the FCF yield? If I look at the numbers, FCF LTM basis looks roughly like $50m, which gets you to c. 15% yield. Which is still not bad...

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