Sum-of-parts compelling with upside option in Varis
Appreciate the write up, great analysis. I'm not sure about your share count figure of 51.5m.
I have weighted shares outstanding (dilute) as 56m per Note 7 of FY21Q3 10Q pg 21 .
Great write-up. ODP is staggeringly cheap. A no-brainer investment in my opinion.
Appreciate the write up, great analysis. I'm not sure about your share count figure of 51.5m.
I have weighted shares outstanding (dilute) as 56m per Note 7 of FY21Q3 10Q pg 21 .
Great write-up. ODP is staggeringly cheap. A no-brainer investment in my opinion.