Meryl Witmer Top pick 2017https://www.valueinvestingworld.com/2017/01/linamar-and-being-entrepreneurial.html?m=1
Meryl Witmer is on the Berkshire Hathaway board. Target price was $110.
At that time sales were $6 Billion, EPS $7 and change. Book value $39. Share price low $60s. 66 million shares.
Today, sales projecting $11 Billion. Book value over $90, EPS over $10. 61.5 million shares. Share price low 60s.
What she missed was COVID, protectionism, strikes, and inflation.
Linamar has added Macdon, Salford, Bourgault, Dura Shiloh, Mobex. Retired 4 million shares.
Catalyst - improving margins. Minimal downside, upside is a double from here on a return to normal year.