RE/MAX HOLDINGS INC RMAX

July 22, 2019 - 1:20pm EST by

member

						2019	2020
Price:		29.12		EPS		2.10	2.15
Shares Out. (in M):		30		P/E		13.6	13.3
Market Cap (in $M):		885		P/FCF		12.2	11.9
Net Debt (in $M):		163		EBIT		81	82
TEV (in $M):		1,047		TEV/EBIT		12.9	12.8

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#	AUTHOR DATE SUBJECT
9	member 12/09/24 10:40AM CEO Podcast Appearance
This was a good interview with Bill Bennett on the Compounders Podcast to get insights on why he joined IVFH, his thoughts on the business today and what's to come in the future: https://open.spotify.com/episode/0vpIimZjpULFr9ZfYlIvZe?si=821e259797704343 I will provide 1 view available tags
8	member 8/11/24 5:57PM First IR presentation
For anyone who's following along: https://www.ivfh.com/static-files/58fb5dfa-0440-4bbc-b674-b85c96335d3f view available tags
7	member 6/10/24 7:14AM Phase 1 largely complete, now turning to phase 2: growth
With IVFH stabilized, Bennett and the management team are now shifting their attention into building out IVFH into a larger food service provider. But before jumping ahead to the exciting growth opportunities, there’s a few... login to read the rest 1 view available tags
6	member 3/29/24 12:55PM Re: Re: FY2023 update -- Stabilization efforts are progressing well 5
Would push back against the notion that because a projected factor (be it margin levels, revenue growth rate, etc.) diverge from the present, it implies that such projections are inherently optimistic. Your points on 1)-3)... login to read the rest view available tags
5	member 3/27/24 4:31PM Re: FY2023 update -- Stabilization efforts are progressing well 3
Selby, I disagree with the valuation... I think your valuation numbers are far too optimistic to justify this as a buy for a 26% IRR when high-yield corporate bonds for solid companies are yielding 8-11%. 1) 10%... login to read the rest view available tags
4	member 3/26/24 5:42AM Re: FY2023 update -- Stabilization efforts are progressing well 3
To double-check the sanity of the present share price, I pulled together a reverse DCF with simple back-of-the-napkin math. I think that observing the valuation through this lens showcases what 'we need to believe' in... login to read the rest 1 view available tags
3	member 3/25/24 5:22PM FY2023 update -- Stabilization efforts are progressing well
Innovative Food Holdings published full-year financials last week that showed the firm building on its "stabilization phase" initiatives taken in the second and third quarter. Moreover, several positive announcements have been released by the company... login to read the rest 1 view available tags
2	member 8/25/23 12:58PM Re: Garbage barge of assets 1
He sure did know how to suck shareholders dry! Ironically, the worse the business is run, the greater is the opportunity (and valuation re-rate) when things start to in the right direction. With the ousting of... login to read the rest 5 view available tags
1	member 8/24/23 9:56PM Garbage barge of assets
A collection of nuclear waste and junk that has no reason to exist. US Foods is half of revenue on the distribution side. Former CEO should have worn a ski mask as he robbed the view available tags

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