neutralmid-term
Tyson is a cyclical trading at 12–15 times free cash flow with beef weak and chicken fine; a real margin-of-safety entry needs all three segments bad at once, so he will revisit after earnings.
SourceTyson is a cyclical trading at 12–15 times free cash flow with beef weak and chicken fine; a real margin-of-safety entry needs all three segments bad at once, so he will revisit after earnings.
SourceConsensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
1 YouTuber has mentioned TSN in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.
Tyson is a cyclical trading at 12–15 times free cash flow with beef weak and chicken fine; a real margin-of-safety entry needs all three segments bad at once, so he will revisit after earnings.