LDVIC 28.44% vs S&P % (diff. flat)

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Presentation transcript:

LDVIC 28.44% vs S&P500 28.40% (diff. flat)

DISCLOSURE

Investor Psychology : The best investment analyst is going to be right two out of three times (TEMPLETON)

FREE CASH FLOW

REVLON: MCAP: $425 million Share: $14.15 Net cash: ~$37 million EV: ~$400 million

1) What is Risk?

Free Cash Flow Margin

Insiders own the stock 3.5% - But NOT buying

Share Repurchases Two plans on-going; total of $27 million > 6% market cap.

International Growth Opportunity Double to $60 million by 2020 ~10% revenue boost

Fair Value: -at least $20-$25 per share (~50% upside)