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Oatly’s Debt Gets Real While Its Profits Stay Adjusted (NASDAQ:OTLY)
OatlyOatly(US:OTLY) Seeking Alpha·2025-11-03 22:51

"You don't find out who's been swimming naked until the tide goes out" is a quote from Mr. Buffett. In our view, Oatly Group AB ( OTLY ) is swimming naked. The company recently reported its firstThere are many ways sell-side analysts try to find a company’s “fair” value — some useful, others pure illusion. The DCF method is like a massive LEGO set: every tiny assumption has to fit just right, and it opens the door to bias — overconfidence, hindsight, and anchoring. The multiples approach seems easier — comp ...