AVIS BUDGET GROUP INC CAR S

February 01, 2015 - 10:12am EST by

member

						2015	2016
Price:		57.31		EPS		3.2	0
Shares Out. (in M):		106		P/E		17.9	0
Market Cap (in $M):		6,089		P/FCF		14.7	0
Net Debt (in $M):		2,547		EBIT		738	0
TEV (in $M):		8,636		TEV/EBIT		11.8	0
Borrow Cost:		General Collateral

Description

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13	member 9/17/18 1:37AM Re: Turkey Takes Action on Strained Economy With Big Rate Rise (WSJ) 12
Yeah, Erdogan seems to want to have the best of both worlds right now - publically berate the CB for hiking (I assume for domestic political support purposes) while letting them do it anyway to... login to read the rest view available tags
11	member 8/11/18 2:24AM Re: More difficult than you make it sound 3
That’s all fair. I thought the autocracy/governance/geopolitical stuff was largely in the price. Seems like that wasn’t the case. Maybe (hopefully) it is by now. One point you made here that I’d push back on is... login to read the rest view available tags
10	member 8/11/18 2:14AM Re: Ooof. 7
Ooof is right. In terms of HQ/defensive companies, I think the names I mentioned in the write up all have something going for them - all make decent RoICs and either export a lot (Ford Otomotiv,... login to read the rest view available tags
9	member 8/10/18 12:59PM Re: Re: Ooof. 8
They should change the ticker to TURD 13 view available tags
8	member 8/10/18 12:55PM Re: Ooof. 7
Probably the ones taking you out of turkey... so THYAO?? -1 view available tags
6	member 8/09/18 7:31PM Re: Highly Private 4
Well you did just post "cash" as an idea... Was he a disciple of yours or was he your mentor? 6 view available tags
3	member 8/09/18 6:10PM More difficult than you make it sound
The difficulty with Turkey is governance and geopolitical risk. Erdogan started his presidency very well in many respects, but has turned more and more autocratic. He seems to have gone all-in after the failed 'coup'... login to read the rest 6 view available tags
2	member 7/30/18 4:51PM Re: Market Cap 1
Thanks for pointing that out, didn't give much thought to market cap since its an ETF, but point taken - sadly I can't seem to find a way to edit it ex-post Agreed, there's always risk... login to read the rest 2 view available tags
1	member 7/30/18 4:24PM Market Cap
In the summary at the top of the writeup you have a market cap of $28M; I think (checking from Bloomberg) that the market cap is $296.69M - the discrepancy may explain why there are... login to read the rest view available tags

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