good point - yes, have always viewed this as a prospective PE takeout - negative W/C biz, strong B/S and opportunity to reinvest to drive growth. CEO who turned it around is 67 and put... login to read the rest
I wonder if Brookfield has kicked the tires here. They paid a full price for Homeserve in 2022, similar business. FTDR valuation is quite reasonably priced for the quality of the business (13x PE on
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