chrispy Posted April 1, 2020 Share Posted April 1, 2020 Chuck Akre frequently talks about AMT during the 2001 recession being a great business with a bad balance sheet. AMT had great assets generating money but had a large debt obligation nearing. Purchases near the low are now >100 bagger. Does anyone have thoughts on a business in this situation today? My only guesses are: TDG SPG <-- not so sure Link to comment Share on other sites More sharing options...
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