RE:Andrey Omelchak - BNN - TOP PICKA successful investor once told me some stocks stay significantly undervalued for a long time, the market fails to recognize them for whatever reason... and eventually they just get acquired. I've actually been thinking about this quite a bit lately. Knight certainly fits that description.
With that said, my impression of Goodman is he won't be selling for a cheap price, so the multiple has to be meaningful in this case. They still have plenty of moves to make, and the business is only starting to pick up.
Liked the analysis. In the video, he says "tremendous margin expansion opportunity that nobody's talking about..." well, it's been mentioned here. :D Also, agreed about the liquidity of the stock.