Alas, 2018 was a very tough year for Hudson (ticker HDSN). Based on my analysis below, however, I think the stock could be a multi-bagger. Currently trading around $1, with […]
In early November, I wrote that Mohawk (the leading carpet and tile manufacturer) had more pain to come… and the stock, though down some 55%, was not reflecting this yet. […]
This morning, Univar announced earnings and that it was divesting Nexeo plastics. Let’s break down what the divestiture means for the stock and the warrants (Note: the company has not […]
Margin of safety is the theme today. Made famous by Seth Klarman, the famous value investor harps on this notion given that predicting the future is an imprecise science. The […]
I haven’t provided an update on the Univar/Nexeo transaction in a while and given some questions I have received on the warrant mechanics plus general volatility in the market, there […]
If you take a look at my investment recommendations over 2018, you might notice a lot of the companies I target have poor balance sheets (as measured by debt / […]
No surprises here, when volatility reared its head throughout 2018, the “safety” classes outperformed risk. That should make intuitive sense, especially when considering the S&P500s 18.7% return in 2017 (and […]
