$SD $PAL $XCO $ARCO $MRVL $ACI
All of these seem fairly priced… SD. EV = $7341 EBITDA = $1B with double digit growth for the next 2-3 years. Ev/ebitda = 7.341 This could go up…
my notes $SPMD $DEXO $YLO non crisis pricing
yellow pages non-crisis pricing. tldr; EV/EBITDA should at least be 3.5x december 2009 spmd 856 EBITDA 2600 net debt $40/share 15.67M shares EV/EBITDA = 3.76 debt/ebitda = 3.0 Dexo 2009…