Whitney Tilson: “The stocks traded down to well below a market multiple about…”

“It's down to a 4 or 5 billion dollar market cap. So this is not some little obscure micro cap company or something. It's a quality business and The stocks traded down to well below a market multiple about 15 times earnings. And most importantly, I don't think the business model is broken. I think the things that have knocked the stock down was mostly the valuation just got too high, but …” (23:05–23:11)

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