Subject: Re: Bloomstran Interview
I enjoyed this interview. Thanks for posting the link!

Here's another one that I really liked. Not sure if this one was posted before. It's from July 2022.
Paraphrasing Blomstran: If you're buying BEK today, you're buying it at 8.3, they're reinvesting it at 10 to 12. The ROE is 10 to 12 and the stock price will track ROE over time.


https://acquirersmultiple.com/...

Apologies if this was posted previously.

Howief1956