Subject: Re: OT Rational Walk On DG...
I couldn't see past the paywall.

What is RWs current Intrinsic value for DG?

The summary mentioned 15 dollars per share and a terminal value of 20 x times earnings in 5 years

That would be 300$ if you want 12% that's 170 IV now or 15% that's 149 now (for present value)

Given risks and outlook we'd probably want a slightly higher return (15%) so c130 suggests it's trading at a 12% discount to intrinsic value?