https://welfarecapital.substack.com/p/red-violet-revisited-rdvt-deep-dive?open=false
Red Violet Revisited (RDVT) - Deep Dive #9
Turning a commodity into a high margin, highly scalable cash flow stream | 38x EV/LTM FCF with FCF on a 50%+ 3-year CAGR
deep diveredvioletrevisited