Lineage
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 1, 2025 by John Khoury · across every show →
Everything said about Lineage, oldest first
Dec 1, 2025 bullish
Khoury: Cold Storage REITs Trade at 50 Cents on the Dollar
“Today, the company trades at, we believe, around 12 times free cash flow. Its competitor, AmeriCold, we believe trades a couple turns lower than that. We think good longer term businesses that are probably trading at 50 cents in the dollar to replacement cost …”