Research
Company
Date
TPX: Is There Any Money Under The Mattress - Part 4
LZB: Nothing Lazy About LZB Price Performance
SCSS: Special Situation - PE Takeover?
SCSS: Just The Basic Facts
TPX: Money Under The Mattress - Part 3
TPX: Money Under The Mattress - Part 2
Tempur Sealy (TPX:NYSE)
La-Z-Boy (LZB:NYSE)
Select Comfort (SCSS:Nasdaq)
Select Comfort (SCSS:Nasdaq)
Tempur Sealy (TPX:NYSE)
Tempur Sealy (TPX:NYSE)
February 7, 2017
December 13, 2016
December 9, 2016
November 2, 2016
October 4, 2016
August 1, 2016
TPX: Money Under The Mattress
Tempur Sealy (TPX:NYSE)
June 17, 2016
USG: Batting For The Cycle
USG (USG:NYSE)
May 2, 2016
ALSN: Tran-Mission Impossible
ALSN (ALSN:NYSE)
March 21, 2016
ADT: Apollo Acquisition Of ADT For $42 Per Share In Cash Undervalues ADT
February 18, 2016
ADT (ADT:NYSE)
WBC: Heads Executives Win, Tails Shareholders Lose, & Forget Employees
December 21, 2015
WABCO (WBC:NYSE)
PAH: Public Investors Paying Less Per PAH Share Than PAH Spent Per Share To Create Platform Via M&A And Equity Issuances
Platform Specialty Products (PAH:NYSE)
October 21, 2015
PCP: Preliminary Proxy Highlights Undervaluation of Takeover - Modern Day Value Investing Part 4
Precision Castparts (PCP:NYSE)
September 8, 2015
PCP: Capital Allocation History & Introduction To Valuation Framework - Modern Day Value Investing Part 3
Precision Castparts (PCP:NYSE)
August 26, 2015
PCP: Initial Transaction Overview - Red Flags Abound - Modern Day Value Investing Part 2
Precision Castparts (PCP:NYSE)
August 18, 2015
PCP: Board of Directors Buys Back Shares At $250 And Recommends Selling At $235 - PCP Shareholders Should Vote No
Precision Castparts (PCP:NYSE)
August 12, 2015
ADT: Leading Market Share, Balance Sheet Flexibility, High Float With Powerful Structural Dynamics To Drive Growth (Research Note)
ADT (ADT:NYSE) & Ascent Capital (ASCMA: Nasdaq)
July 23, 2015
ADT: Leading Market Share, Balance Sheet Flexibility, High Float With Powerful Structural Dynamics To Drive Growth (Research Presentation)
ADT (ADT:NYSE) & Ascent Capital (ASCMA:Nasdaq)
July 23, 2015
OI: Activist Highlights FCF Generation But Limited Growth, Volatile Earnings, Poor Management Team, & Poor Governance (Research Note)
Owens-Illinois (OI:NYSE)
June 8, 2015
OI: Activist Highlights FCF Generation But Limited Growth, Volatile Earnings, Poor Management Team, & Poor Governance (Research Presentation)
Owens-Illinois (OI:NYSE)
June 8, 2015
Post: Stable & Growing FCF Hidden By Non-Recurring & Separation Expenses (Research Note)
Post Holdings (POST:NYSE)
November 11, 2014
Post: Stable & Growing FCF Hidden By Non-Recurring & Separation Expenses (Research Presentation)
Post Holdings (POST:NYSE)
November 11, 2014
FBHS: Near Term High Growth & Margin Prospects Are Being Extrapolated Into Forever (Research Note)
Fortune Brands Home & Security (FBHS:NYSE)
July 18, 2014
MAS: Historical Operations Highlight Volatility Of Earnings As Well As Poor Historical Capital Allocation Decisions (Research Note)
Masco (MAS:NYSE)
July 18, 2014
FBHS & Masco Overview (Research Presentation)
Fortune Brands (FBHS:NYSE) & Masco (MAS:NYSE)
July 18, 2014
LQDT: Loss Of Government Contracts Highlights Historical Misinterpretation Of Business & Continued Potential Downside (Research Note)
Liquidity Services (LQDT:Nasdaq)
June 20, 2014
LQDT: Loss Of Government Contracts Highlights Historical Misinterpretation Of Business & Continued Potential Downside (Research Presentation)
Liquidity Services (LQDT:Nasdaq)
June 20, 2014
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