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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 yet analyzed

No outcome has been scored for this pitch yet, so there's no verdict to show.