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Memos97@Memos97
1Anno
$ODFL is by far the strongest stock in my opinion, compared to the rest of the companies it does not have a light asset strategy, but is the owner of almost all the properties and the whole fleet. Nonetheless sold today at 388€, run way too hot for me.
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Memo0606@Memo0606
6Mes
@Memos97 when was it at 388? ??
would you buy it now?
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Memos97@Memos97
6Mes
They have a 2-to-1 split behind them, so today's 388€ is 194€
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Memos97@Memos97
6Mes
I took a longer look at them today, but I still think they are too expensive to grow
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Memo0606@Memo0606
6Mes
@Memos97 i understand thanks for the info, when would you get it
I really want to have odfl
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Memos97@Memos97
6Mes
I don't want to say anything about it, 40 billion $ enterprise value would currently be the fair value to ODFL, buy it if you think it's right :)
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