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
Category: US Equities
A Spin-Off in The Auto-Parts Industry … What’s (Not) To Like?
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?
Entravision Communications: Ridiculously Cheap & High FCF Yields
Entravision Communications (EVC) is a Spanish-based global multimedia company that reaches its audience through television, radio, and digital segments. The company owns and operates 55 television stations spread out through California, Connecticut, Florida, Kansas, Massachusetts, Nevada, New Mexico, Texas, and Washington, D.C. The company operates in 19 of the top 50 U.S. Hispanic markets and … Continue reading Entravision Communications: Ridiculously Cheap & High FCF Yields
Boring Businesses Part Deux: Greystone Logistics (GLGI)
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)
Cool Tunes Man: Spotify Analysis
"Invest in What You Know" - Peter Lynch As a product, I absolutely love Spotify. Heck, guess what app I'm using to listen to Andrea Bocelli right now (hey, don't hate on Andrea)? Spotify. When I leave work today, guess what app I'm going to use to listen to the Foo Fighters in the car? … Continue reading Cool Tunes Man: Spotify Analysis
Park City Group: A Little Known Supply Chain Company with Industry Tailwinds
Supply chain management is an integral part of both the retail and food businesses. Think of it as the equivalent of the troves of databases that are required to run quant funds and HFT operations. Without their data, algorithms can't be backtested, strategies can't be run. Without efficient supply chain management, products can't get to … Continue reading Park City Group: A Little Known Supply Chain Company with Industry Tailwinds
Discovery Communications: Wide Moats & Tons of Cashflow
The Thesis Discovery, Inc. is one of the largest media providers in the world with over 2 billion total subscribers across 220+ countries. Through its three main networks (TLC, Discovery, and Animal Planet), the company reaches close to 90 Million American households and 270MM+ international subscribers. This doesn't even include the eight other networks the … Continue reading Discovery Communications: Wide Moats & Tons of Cashflow
SPAC’s Never Tasted So Good … Hostess Brands, Inc. Analysis
"Know what you own, and know why you own it." - Peter Lynch Most of my job as an investor is to understand the businesses that I own; and if I'm lucky, to understand those businesses better than those selling their shares. Since I spend most of my time in the smaller, illiquid spaces of … Continue reading SPAC’s Never Tasted So Good … Hostess Brands, Inc. Analysis
Live Ventures, Inc. (LIVE) is a Baby Buffett Holding Company
I'll start this piece off with a bit of a warning. For those that aren't a fan of illiquid, micro cap stocks with little coverage, now is your chance to hit the escape button and save yourself some time. But you might be thinking, "Yeah, I'm not a huge fan of illiquid stocks, but it … Continue reading Live Ventures, Inc. (LIVE) is a Baby Buffett Holding Company
A Rising Tide Lifts All Ships (But Especially Those Without Debt That Have Growing Margins)
I like finding fifty-cent dollars, that's not a surprise. What I like more is finding a fifty-cent dollar that's an exceptional business, maybe even an industry leading business. Advanced Energy Industries (AEIS) is an industry leader in power supplies and power conversion solutions within the semiconductor space. They lead through having the best technologies, leading … Continue reading A Rising Tide Lifts All Ships (But Especially Those Without Debt That Have Growing Margins)
The Market Plunger 