Ski Company
—
position
long
EY
Thesis
The ski company is trading at a substantial discount to its peers and has a hidden real estate angle. It is valued around 7x EBITDA compared to its peers at 10-11x, generating a double-digit free cash flow yield and has a manageable leverage of 4x with a term loan.
Did it work?
Not analyzed yet — run analysis from the issue page.
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