The Black Swan Portfolio by Bram de Haas

“Seeking downside protection and upside optionality through idiosyncratic truly differentiated investments. ”

Schweitzer-Mauduit: Oversold After Acquisition And Q3 Results But Still A Buy

SWM

After its Q3 2013 earnings were not well received, on November 18, 2013, Schweitzer-Mauduit International Inc. (SWM) announced an acquisition of DelStar, Inc. SWM's management believes DelStar has attractive growth prospects; the market evidently believes this acquisition is value destructive. Si...

After its Q3 2013 earnings were not well received, on November 18, 2013, Schweitzer-Mauduit International Inc. (SWM) announced an acquisition of DelStar, Inc. SWM's management believes DelStar has attractive growth prospects; the market evidently believes this acquisition is value destructive. Si...

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