Tal Davidson
Long only, deep value, contrarian, small-cap

Tredegar: A Tale Of Two Companies Trading Under A Single Ticker

Throughout my investing life, I have discovered that companies experiencing short term problems, yet favorable long term trends, and their management is honest and committed, urn out to be lucrative investment opportunities. These opportunities do not reveal themselves often, and cannot be discovered through screening. One has to manually skim through many 10-Ks and conference call transcripts, in order to discover these opportunities. One of such companies is Tredegar (NYSE:TG). While possessing the traits listed above, I am still not fully happy with its valuation, hence putting it on my watchlist, awaiting a better price before I take action.

The Business

Tredegar is a tale of two companies, trading under a single ticker. The largest of those "companies"...

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