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Friedmann had broken no Tennessee law by impersonating a laborer. It is a felony to introduce contraband into a penal facility, but Friedmann technically hadn’t done that, either, because the Downtown Detention Center hadn’t yet opened when he was inside it. The prosecutors considered bringing terrorism charges after Hall theorized that Friedmann had wanted to stage a violent jailbreak to make a political statement. Though this was a seductive explanation, there was no evidence that it had been Friedmann’s intent. Nor did they indict him for evidence tampering: although police had found the hand-drawn schematic of the jail that Friedmann had chewed, it wasn’t clear what, exactly, the map demonstrated, except that he knew the jail’s layout. They didn’t charge him with criminal conspiracy. Conspiracy to do what? One of the prosecutors, Amy Hunter, told me, “If I get up there and I say, ‘I think this is what he was going to do,’ I’ve already lost.”
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BofA points out that the sector currently trades at 22x trailing free cash flow and 15 times enterprise value to trailing Ebitda. While bulls might argue that the stocks look cheap after falling 24% from peak valuations set a year ago, BofA cautions that these multiples have merely returned to pre-pandemic levels. Furthermore, BofA asserts that insurance distribution firms frequently utilize liberal earnings “adjustments”—such as excluding integration costs from their steady stream of acquisitions—that tend to significantly flatter their true earnings power.
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