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Spectrum Brands: '1-Pager' Summary
Spectrum Brands (NYSE: SPB $83.12) MV = $3.4bln; PF EV = $3.2bln; 3mo ADV = 0.29mm shares Trades @ 6.7x 2023E EBITDA; 15x 2023E FCF; Net Leverage Ratio…
Jul 6, 2022
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Philippe J Kurzweil
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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 Trades @ 6.7x 2023E EBITDA; 15x 2023E FCF; Net Leverage Ratio…
Jul 6, 2022
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Philippe J Kurzweil
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Spectrum Brands: Hard Catalysts To Drive Significant Value Creation Amid Turbulent Markets
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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 Trades @ 5.4x 2023E EBITDA; 10x 2023E FCF; Net Leverage…
May 17, 2022
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Philippe J Kurzweil
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Brunswick Corporation: A Compelling Growth Story At A Value Price
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Brunswick Corporation: '1-Pager' Summary
Brunswick Corporation (NYSE: BC $77.30) MV = $5.9bln; EV = $7.7bln; 3mo ADV = 0.99mm shares Trades @ 5.4x 2023E EBITDA; 10x 2023E FCF; Net Leverage…
May 17, 2022
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Philippe J Kurzweil
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Vontier: '1-Pager' Summary
Vontier Corporation (NYSE: VNT $25.17) MV = $4.1bln; EV = $6.3bln; 3mo ADV = 1.98mm shares Trades @ 8.5x 2023E EBITDA; 9x 2023E FCF; Net Leverage Ratio…
May 17, 2022
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Philippe J Kurzweil
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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
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Philippe J Kurzweil
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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 Trades @ 8.5x 2023E EBITDA; 9x 2023E FCF; Net Leverage Ratio…
Apr 19, 2022
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Philippe J Kurzweil
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Vontier: An Underrated Compounder Trading At A Significant Discount
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This is PJ's SMID Cap Investment Ideas, a newsletter about Value with A Catalyst Ideas.
Apr 18, 2022
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Philippe J Kurzweil
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