7 Comments
Mar 8, 2023Liked by Brad Freeman

What about their market share in their core categories? Do you have numbers? Thanks!

Expand full comment
Mar 8, 2023Liked by Brad Freeman

Great work Brad, much appreciated 👌

Expand full comment
Mar 16, 2023Liked by Brad Freeman

hey brad! mgmt updated 5/6/7+ counts that aren't reflected, see the note in PR

Expand full comment

"It should generate roughly $1 billion in FCF this year. Yes, this includes the stock comp..." Does that mean we have to mentally subtract the stock comp from the $1 billion of FCF? Or does it mean that the $1 billion is somehow net of stock comp?

great write up as always ... thanks!

Expand full comment