BU BÖLÜM HAKKINDA
AJ Secrist from Firstlight Management discussed his thesis for Lamb Weston (LW). LW is a very strong business, and AJ thinks the market is missing just how much margin upside there is as COVID era deals with large customers reprice and the company laps 2021’s disastrous potato crop.
Chapters
- 0:00 Intro
- 2:25 LW Overview
- 9:35 LW Valuation
- 13:00 Isn't LW fully valued at these prices?
- 19:25 Discussing the current potato crop
- 26:55 Global margin upside
- 28:35 Why is scale an advantage for LW?
- 31:45 Why will LW's margins accelerate now?
- 34:30 Industry demand and supply dynamics
- 37:20 Capital allocation and share buybacks
- 41:30 Management incentives and share price targets
- 45:00 Potential private equity or BRK end games
- 48:10 A little more discussion on LW's potential P/E multiple
- 51:10 What happens if we have a low carb craze again?
ingilizce
Amerika Birleşik Devletleri
BU BÖLÜMDE
TRANSKRİPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SON BÖLÜMLERİ ARA
Yet Another Value Podcast için geçmiş bölümleri ara.
BU PODCAST'IN DİĞER BÖLÜMLERİ
Every new car sold in Europe now has to watch the driver's face. Two companies in the world can actually do it, Seeing Machines and Smart Eye, and they spent twenty years and hundreds of millions of dollars getting there. Hugo Navarro's argument is that the market has not repriced what happens next…
Limbach spent three years turning itself from a general contractor into an owner direct services business, and the market loved it right up until this summer. Then organic revenue went down mid single digits, EBITDA fell 30%, guidance came down from $90m to $80m, and the stock lost half its value. …
In November 2025 Priority Technology's (PRTH, disclosure: long) chairman and CEO offered to take the company private at $6.00 to $6.15 a share, two days after a bad print knocked the stock from seven to five. Zack Buckley wrote a public letter opposing it. His sum of the parts gets to roughly $17 a…
Tiendas 3B has more than 3,700 stores in central Mexico, opens roughly 150 more every quarter, and earns its money back on a new store in about two years. It is the Aldi model, built by a founder who saw BIM work in Turkey, moved to a country where he did not speak the language, and has spent 21 ye…
Rates just screamed to 20 year highs and stocks have barely blinked. That looks to me like the mirror image of the mid-2010s, when Treasuries yielded 2%, the math said stocks should trade for 25x, and they sat in the mid-teens instead because the equity risk premium quietly widened from 4% to 6%. I…
Feragatname: Bu sayfaya yerleştirilmiş podcast ve sanat eserleri, sahibinin mülkiyetinde olan ve Listen Notes, Inc.'e bağlı olmayan veya tarafından onaylanmayan Andrew Walker'e aittir.
DÜZENLE
Podcast veritabanını güncel tutmaya yardımcı olduğunuz için teşekkür ederiz.
