Archive - PJ's SMID Cap Investment Ideas

Spectrum Brands: '1-Pager' Summary

Spectrum Brands (NYSE: SPB $83.12) MV = $3.4bln; PF EV = $3.2bln; 3mo ADV = 0.29mm shares

Jul 6, 2022 •

Philippe J Kurzweil

Spectrum Brands: Hard Catalysts To Drive Significant Value Creation Amid Turbulent Markets

Spectrum Brands (NYSE: SPB $83.12) MV = $3.4bln; PF EV = $3.2bln; 3mo ADV = 0.29mm shares

Jul 6, 2022 •

Philippe J Kurzweil

May 2022

Brunswick Corporation: A Compelling Growth Story At A Value Price

Brunswick Corporation (NYSE: BC $77.30) MV = $5.9bln; EV = $7.7bln; 3mo ADV = 0.99mm shares

May 17, 2022 •

Philippe J Kurzweil

Brunswick Corporation: '1-Pager' Summary

Brunswick Corporation (NYSE: BC $77.30) MV = $5.9bln; EV = $7.7bln; 3mo ADV = 0.99mm shares

May 17, 2022 •

Philippe J Kurzweil

Vontier: '1-Pager' Summary

Vontier Corporation (NYSE: VNT $25.17) MV = $4.1bln; EV = $6.3bln; 3mo ADV = 1.98mm shares

May 17, 2022 •

Philippe J Kurzweil

Legal/Site Disclaimer

THE INFORMATION CONTAINED ON THIS WEBSITE IS NOT AND SHOULD NOT BE CONSTRUED AS INVESTMENT ADVICE, AND DOES NOT PURPORT TO BE AND DOES NOT EXPRESS ANY…

May 11, 2022 •

Philippe J Kurzweil

April 2022

Vontier: An Underrated Compounder Trading At A Significant Discount

Vontier Corporation (NYSE: VNT $25.17) MV = $4.1bln; EV = $6.3bln; 3mo ADV = 1.98mm shares

Apr 19, 2022 •

Philippe J Kurzweil

This is PJ's SMID Cap Investment Ideas, a newsletter about Value with A Catalyst Ideas.

Apr 18, 2022 •

Philippe J Kurzweil

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