In the last six months, I went over most stocks in the tradable world (over 30,000 companies) to produce a comprehensive watchlist of the most interesting companies today. Among them, I have found the ideal…
Bill Ackman’s Pershing Square Tontine Holdings (PSTH) jumped yesterday as Ackman said in an interview with the Wall Street Journal that he is discussing a potential deal with an “iconic, phenomenal great business”, and he…
The media company Gannett (GCI) went through a stormy day last Friday, with the stock plunging up to 18% after the quarterly report was released but recovering back to the opening price after investors actually…
The U.S. economic recovery from the corona has given a dramatic boost to the results of the equipment rental company Herc Holdings (HRI), which presented a particularly strong report for the first quarter of 2021….
Jerash Holding (JRSH) is a Jordanian overlooked micro-cap clothing manufacturer (market cap of $68 million based on the share price of $6), which trades on the NASDAQ, grows consistently, loaded with cash, and probably worth…
Stalantis has announced the distribution of a cash dividend combined with a spin-off of Faurecia, which is one of the world’s largest suppliers of components and technologies to vehicles. Those who held Stalantis on March…
The rental equipment company HRI has flown up in recent months, crossing my conservative target price ($106). To remind you, I valued the company based on an EBITDA forecast of about $745 million for the…
The media and digital company Gannett (GCI) topped my forecast for the fourth quarter of 2020 – the number of subscribers grew by 29% this year, revenue grew to $875 million, expenses decreased by $61…
I already wrote quite a bit about the merger between Fiat-Chrysler and the PSA Group (Peugeot) that created Stellantis – the fourth largest car manufacturer in the world, so I will not expand on that…
As I predicted, NN Group had a strong second half in 2020, and it’s back to 2019 activity level. Actually, the operating profit even grew slightly from 1.8 billion euros in 2019 to 1.9 billion…