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DINO — 1 entry on this page, 0 of them a change of direction.

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Yet Another Value PodcastPublished 2026-08-14
“$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management”
$DINOBullish
DINO trades at an attractive valuation relative to its historical free cash flow yield, offering significant upside potential through multiple expansion and capital allocation efficiency.

But you know when I say three and a half billion EBITDA 3 and a half billion EV 350 million of next year IBBA I don't say like hey super deep value. So I I'd love to for you to just lay out how you think about the valuation here.

Sure. So and I mean you mentioned value X and I know we spoke before. So you uh so the way that I'm usually trying to think about the business is a from point of view of the free cash flow yield and the kind of yield and whether the free cash flow yield that these businesses are generating and the big question is what do they do with the money and we we can definitely talk about that but to me the free cash flow yield is the northstar where I'm trying to figure out whether this company is being attractively priced or not.

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