Sublime

Greenberg tries to simplify the financials, reports, and presentations down to a thesis.51 Is this an advantaged business? How much competition does it have? Can it raise prices? And is it priced at a level where you could see making a very attractive rate of return without much risk of loss? The first thing we decide is whether it’s a good busines

Greenberg doesn’t limit himself to one kind of valuation metric, but he always looks at free cash flow yield.