fair value estimate
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 8, 2023 by Jim Falbe · across every show →
Everything said about fair value estimate, oldest first
Jun 8, 2023 positive
Saguaro holds elite compounders through fair value estimates unless better opportunities arise
“What we've tried to do is say, hey, if we've got one of these really rare, truly great businesses, it's okay if it kind of gets to our midpoint of value, our fair value estimate. Unless we have some other opportunity that's just so much more compelling, let's …”