Today’s idea:
Shares heavily beaten down since this company came public a few years ago
Recently closed acquisition doubles the size of the company
Industry is consolidating/rationalizing (capacity improving)
Stock trades at 4.5x EBITDA
For new subscribers — these write-ups are meant to be a “jumping off point” for the idea generation process (i.e. a surface level review). Each write-up includes: (1) company background; (2) why the idea is interesting; and (3) fair value estimate.
Check out past write-ups here and my home base page here.
Recent write-ups include:
10/29/26 — A look at the VDL portfolio ($)
10/26/26 — New CEO with insider buying at Truist
10/19/26 — New recommendations in the portfolio ($)
10/12/26 — Beaten down CPG stock at Flowers Foods
10/10/26 — Net cash + massive cost saving story at Thinkific ($)
