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Banana Capital
@banana_capital_
My hurdle rate is $WBD. I am struggling to find better opportunities (outside China) better than $WBD. I am pretty sure it is the safest bet in the US above 5B market cap for an expected return >15%
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Banana Capital
@banana_capital_
"ah but $WBD is not a great business, it's media" Mate, if you keep buying tortilla restaurants at 40x PE the only business that sucks is your portfolio.
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Banana Capital
@banana_capital_
My hurdle rate is $WBD. I am struggling to find better opportunities (outside China) better than $WBD. I am pretty sure it is the safest bet in the US above 5B market cap for an expected return >15%
7
135