The Value Investor
Contributor since: 2011
Vista Outdoor: Hunting Again
Avantor: Life Science Giant In The Making
Synaptics: Strong Execution, Interesting Deal
Federal Signal: Solid Performer, Fairly Valued
Zoom Video: In A Post-Pandemic World
Shutterstock: Image The Images
TopBuild: Insulating Value
ICU Medical: Decisive M&A, Again
Catalent - Missing The Catalyst After The Pandemic
Kellogg: Steady And Boring
Stitch Fix - Time For A Fix
Marvell Technology: Great Prospects, Priced In
Honest Company: Growth Trends Have Only Worsened
Viant Technology: What Is Happening?
Snowflake: Taking Profits Here
International Flavors & Fragrances: What A Difference Half A Year Makes
PPL Corporation: Big M&A Moves Still Have Lots To Prove
Merck - Murky Non-Keytruda Performance
TransMedics: Transforming Lives, Potentially Transforming Stock
Bath & Body Works: Starting On A Solid Foot
Victoria's Secret: Secrets Revealed
II-VI - Thoughts After A Tough Half Year
Rocket Companies - Not Rocking, But Good Enough
PepsiCo: Still Juicy, With Or Without Juices
Zynga - Game On, Or Over?
Vimeo: Compelling InterActive Spin-Out
ContextLogic: Justified Sell-Off, Again
Incyte: Not Exciting Yet, But Perhaps To Come
Brunswick: Full Engines On
Equifax: Valuations Have Re-Rated By Much
Ritchie Bros. Auctioneers: More Europe
Hill-Rom: Laying Comfortable