Greenbrier Stock: In An Opportunity Rich Position

The Greenbrier argument is now stronger on a few issues and slightly different from what it was prior to the review.

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For practitioners, the Greenbriar thesis is twofold: first, the company has strong operational tailwinds over the coming years.

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The business is also investing its excess cash flow in a structurally advantageous lease fleet to increase the regularity of its outyear cash flows.

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In many aspects, the business is transforming into an as-a-service provider in the industrial sector by establishing a low-risk, secure,

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higher yielding commercial bank operation while also serving as one of only two significant railcar suppliers to the shipping and railroad sectors.

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The company should produce more free cash flow in three years at a greater return on invested capital and much more frequently.

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Due to its large fall, Greenbrier Companies, Inc. 's The First Principles evaluation had to more strongly support each of those

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claims or demonstrate a different thesis in order for it to be included in the portfolio. Based on those three points, the conviction level grew.

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