Overview and Thesis
Jarden Corporation (NYSE:JAH) is a global, diversified holding company that manufactures, markets and distributes consumer products from greater than 100 brands. The company's outdoor segment boasts the largest amount of sales of sports equipment in the world and the consumer and branded consumables segments are collectively even larger. The company's well-diversified and profitable brands have fueled Jarden shares' tremendous growth over the past decade and after the announcement of the Yankee Candle acquisition this morning, shares are ripping higher still. I'll argue here that despite the company's arguably expensive Yankee Candle acquisition, tremendous growth lies ahead and that the stock is failing to price in this growth. We'll then take a look at what I...
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