**Idea Source: Massif Capital** GrafTech International (EAF) is a leading manufacturer of high-quality graphite electrode products that are essential components to the production of Electric Arc Furnace steel. The company sports a vertically integrated, highly differentiated business model with supply-side advantages giving it pricing power over competitors. Reduced supply of electrodes coupled with increased demand … Continue reading GrafTech (EAF): A Fallen IPO Generating Hefty FCF Through Long-Term Contracted Revenues
*Idea Source: Steven Wood, Greenwood Investors Massive selling from new ITP Regulations set forth by Apple and European departments have caused share prices of the digital performance advertising company to fall to 4x EV/EBITDA -- well below industry averages. With almost all of the negative news surrounding the new privacy laws baked into the price, … Continue reading Criteo, Inc (CRTO): Privacy Regulations Turns Into Forced Selling & Opportunity
I’ve probably said this sentence too many times, but it's worth repeating: Boring businesses can be fertile places to find great investments. What makes boring businesses so exciting? They never go away no matter the economic condition. This doesn’t mean that share prices of these businesses won’t falter if an entire economy declines; but it … Continue reading Another Boring Business: Construction Partners, Inc. (ROAD)
Frontdoor, Inc. (FTDR) specializes in all areas of home servicing from improvement, to repairing, and maintaining. The company's goal is to take the hassle out of owning a home through its large network of provided services. Frontdoor has 2 million customers and 15,000 contractors, making it the largest home servicing company by nearly four times. … Continue reading Frontdoor, Inc. – Growing Core Business with Recurring Revenue Model & High Value-Add Services
Garrett Motion (GTX) is the newly spun-off company from its parent, Honeywell, Inc. The company designs, manufactures and sells turbocharger and electric-boosting engines and engine technologies for Original Equipment Manufactures (OEM's) as well as aftermarket. GTX is a global leader in technologically advanced turbos and boosters, delivering products across gasoline, diesel, natural gas and electric … Continue reading A Spin-Off in The Auto-Parts Industry … What’s (Not) To Like?
Greystone Logistics is a manufacturing and leasing company specializing in the production, selling, and leasing of high quality plastic pallets for the automotive, chemical, pharmaceutical, consumer product, and food & beverage industries. Greystone is the only publicly traded company that specializes in manufacturing of plastic pallets, and they are the largest plastic pallet manufacturer in … Continue reading Boring Businesses Part Deux: Greystone Logistics (GLGI)
Estre Ambiental is the largest waste management company in Brazil and Latin America formed via a SPAC offering with Boulevard Acquisition Corp II in December 2017. The company provides collection, transfer, recycling and disposal services to more than 31 million people. Estre (ESTR) is also the sole owner of the largest number of regulated landfills … Continue reading One Man’s Trash Is Another Man’s Treasure (ESTR/ESTRW)