tag:blogger.com,1999:blog-28360876.post4326908932482294106..comments2023-10-26T11:34:14.369-04:00Comments on MFI Diary: Upcoming TrancheMarsh_Gerdahttp://www.blogger.com/profile/01375422931807610092noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-28360876.post-50220220384090568962016-07-29T20:50:57.486-04:002016-07-29T20:50:57.486-04:00Hey Marsh,
Have you noticed MDLZ pop up on your s...Hey Marsh,<br /><br />Have you noticed MDLZ pop up on your screen? I see QVAL and Gotham both picked up so far this year. I thought it was screening cheap on an EV/EBIT trailing basis based on a one time gain from their coffee disposition/combination but wonder if you've looked at it at all. Also sort of relevant to the formula and how well these guys are screening junk inputs. I think Gotham goes over all the data so I wonder if I'm off base throwing it out.CorpRaiderhttps://www.blogger.com/profile/14548638697951241406noreply@blogger.com