Nicolas Carreras
Articles
Eagle Materials Poised To Outperform
Tempur Sealy: Is There Any Money Under The Mattress
Select Comfort: Just The Basic Facts
Tempur Sealy: Money Under The Mattress - Part 3
Tempur Sealy: Money Under The Mattress - Part 2
Tempur Sealy: Money Under The Mattress
USG: Batting For The Cycle
Allison Transmission: Trans-Mission Impossible
Low Risk Apollo Acquisition Of ADT Presents Attractive Opportunity
Wabco Holdings: Heads Executives Win, Tails Shareholders Lose, Forget Employees
Platform Specialty Products: Sudden Management Changes And Sudden Investor Call
Public Investors Paying Less For Platform Specialty Products Than The Company Spent To Create Itself
Precision Castparts/Berkshire Hathaway: Preliminary Proxy Highlights Undervaluation Of Takeover
Precision Castparts: Capital Allocation History And Introduction To Valuation Framework
Precision Castparts: Transaction Overview And PCP Background - Red Flags Abound
Precision Castparts: BOD Buys Back Shares At $250 Per Share, Sells Business At $235, Shareholders Should Vote 'No'
ADT: Market Leader In Growing Industry
Owens-Illinois: Limited Growth, Volatile Earnings, Poor Management, Poor Governance, And An Activist Shareholder