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3/24/20 1:48PM
Normalised Working Capital
Thanks for an interesting write-up.
Can you explain how you think about the level of excess cash in the enterprise value? Where do you see normalised working capital levels?
It seems that the business has gone from... login to read the rest
How does this stock decline 6% the day after KSNET's sale was announced at ~10x trailing EBIT? NICE has been gaining market share and should trade at a premium to that value, yet it trades
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