The Value Investor
Contributor since: 2011
Mister Car Wash: No Shine Yet
PriceSmart: Slowly Looking Smarter
Chase Corporation: Real Accretion To Be Expected After The Latest Deal
Sonos: The Sound Of The Message
Neogen: Cut In Half, Still Some Questions
TreeHouse Foods: Not Out Of The Woods
UPS: Signed, Sealed, Delivered
eBay: Pure Play, Now Has Something To Prove
Signet Jewelers: Tough Spot, But Starting To Shine
Catalent: No Catalyst Just Yet
Nordson Corporation: Quality Prevails
Root: Not Addressing The Root Causes
Tempur Sealy: Not A Soft Landing
Amplitude: Sales OK, Margins Not So Much
Robinhood Markets: Still In The Wrong Hood
Roper Technologies: Transformation Near Completion
Amgen: Adding To The Pipeline
Cummins: Transforming Its Engines
SmileDirectClub: No Easy Solutions
F5, Inc. - Transition Struggles
Vertex: CF Monopoly, Looking To Expand
Global Payments: Time To Pay Up
Vista Outdoor: Fishing For Deals
HEICO Corporation: Flying Too High
BorgWarner: EV Shift In Focus
Ingevity: Specialty Chemicals, Hardly A Special Valuation
SMART Global Holdings: Adding On The Dip
Amphenol: Compounding At Work
Middleby: Heating Up
Petco: Value Territory
Walmart: Not Ringing The Register Yet
APA Corporation: Many Moving Parts
Netflix: Streaming Buy
Boston Beer: Thoughts Post The Hangover
Kroger: On The Shopping List
Deere: Taking Care
Verizon: Picking Up The Phone, Or Not?
Snap: Stock-Based Compensation - A Real Expense
Carnival: No Party Here
Alphatec: Now Having My Back