"I just cannot fathom why RYC are at the price they are - who in their right mind would pay an EV/EBIT of 19.3x versus AOG at 4.42x.'
So leading up to that statement above Portfolioplus you just showed fundamental KPIs were similar between AOG and Ryman , but then you can not fathom the difference in EV/EBIT between the two companies .
TO me that difference is an intangible not on the balance sheet , than intangible being perception to Investors of forward risk and return , I remember you stating once I think on Becton , "its not return on investment but just getting your investment returned "
Ryman , Summerset , or another well reputed RIET taking a position would positively change how AOG is viewed by investors as both for investment return and reduced risk .
AOG Price at posting:
$2.03 Sentiment: None Disclosure: Held
