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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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